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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 | $81,385 | $90,530-10.1% | $76,030+7.0% | $145,897-44.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.06% | 625.08%-611.0pp | 361.54%-347.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $884 | $3,319-73.4% | $2,688-67.1% | $4,663-81.0% |
| Participant deferral / active EE | $4,814 | $5,164-6.8% | $4,257+13.1% | $6,689-28.0% |
| Admin fee / account holder | $16,661 | $8,383+98.7% | $6,421+159.5% | $13,390+24.4% |