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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 | $87,120 | $111,830-22.1% | $93,696-7.0% | $145,884-40.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.84% | 204.08%-189.2pp | 133.74%-118.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $6,731 | $3,093+117.6% | $2,422+177.9% | $4,662+44.4% |
| Participant deferral / active EE | $4,459 | $4,920-9.4% | $4,417+1.0% | $6,690-33.3% |
| Admin fee / account holder | $532 | $10,249-94.8% | $8,287-93.6% | $13,392-96.0% |