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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 | $106,802 | $106,001+0.8% | $92,235+15.8% | $147,585-27.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.26% | 50.05%-33.8pp | 176.28%-160.0pp | 578.56%-562.3pp |
| Employer contribution / active EE | $2,400 | $4,333-44.6% | $3,679-34.8% | $4,876-50.8% |
| Participant deferral / active EE | $24,000 | $4,478+436.0% | $3,897+515.9% | $5,439+341.3% |
| Admin fee / account holder | $2,704 | $6,332-57.3% | $5,194-47.9% | $10,885-75.2% |