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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 | $57,135 | $106,008-46.1% | $92,240-38.1% | $147,586-61.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.36% | 50.05%-31.7pp | 176.29%-157.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,580 | $4,333-40.5% | $3,680-29.9% | $4,876-47.1% |
| Participant deferral / active EE | $4,726 | $4,478+5.5% | $3,897+21.3% | $5,439-13.1% |
| Admin fee / account holder | $405 | $6,333-93.6% | $5,194-92.2% | $10,886-96.3% |