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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,332 | $96,691-35.5% | $86,656-28.1% | $139,487-55.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.99% | 106.87%-90.9pp | 593.09%-577.1pp | 373.84%-357.8pp |
| Employer contribution / active EE | $3,035 | $3,267-7.1% | $3,025+0.3% | $4,755-36.2% |
| Participant deferral / active EE | $4,366 | $4,838-9.8% | $4,439-1.7% | $6,713-35.0% |
| Admin fee / account holder | $2,343 | $6,414-63.5% | $5,619-58.3% | $11,407-79.5% |