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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 | $101,547 | $96,691+5.0% | $86,656+17.2% | $139,487-27.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.20% | 106.87%-89.7pp | 593.09%-575.9pp | 373.84%-356.6pp |
| Employer contribution / active EE | $8,808 | $3,267+169.6% | $3,025+191.1% | $4,755+85.3% |
| Participant deferral / active EE | $11,852 | $4,838+145.0% | $4,439+167.0% | $6,713+76.6% |
| Admin fee / account holder | $752 | $6,414-88.3% | $5,619-86.6% | $11,407-93.4% |