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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 | $97,595 | $106,008-7.9% | $92,240+5.8% | $147,586-33.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.37% | 50.05%-29.7pp | 176.29%-155.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $2,304 | $4,333-46.8% | $3,680-37.4% | $4,876-52.7% |
| Participant deferral / active EE | $4,756 | $4,478+6.2% | $3,897+22.0% | $5,439-12.6% |
| Admin fee / account holder | $3,894 | $6,333-38.5% | $5,194-25.0% | $10,886-64.2% |