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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 | $129,641 | $96,691+34.1% | $86,656+49.6% | $139,487-7.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.46% | 106.87%-85.4pp | 593.09%-571.6pp | 373.84%-352.4pp |
| Employer contribution / active EE | $1,393 | $3,267-57.4% | $3,025-54.0% | $4,755-70.7% |
| Participant deferral / active EE | $26,250 | $4,838+442.6% | $4,439+491.3% | $6,713+291.1% |
| Admin fee / account holder | $2,515 | $6,414-60.8% | $5,619-55.2% | $11,407-78.0% |