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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 | $121,665 | $108,685+11.9% | $74,719+62.8% | $152,885-20.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.16% | 114.09%-94.9pp | 753.05%-733.9pp | 345.39%-326.2pp |
| Employer contribution / active EE | $1,039 | $1,504-30.9% | $1,084-4.1% | $4,763-78.2% |
| Participant deferral / active EE | $2,351 | $2,712-13.3% | $1,963+19.7% | $5,851-59.8% |
| Admin fee / account holder | $2,748 | $4,905-44.0% | $3,334-17.6% | $11,598-76.3% |