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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 | $80,761 | $106,008-23.8% | $92,240-12.4% | $147,586-45.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.52% | 50.05%-36.5pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,475 | $4,333-66.0% | $3,680-59.9% | $4,876-69.8% |
| Participant deferral / active EE | $2,180 | $4,478-51.3% | $3,897-44.1% | $5,439-59.9% |
| Admin fee / account holder | $8,519 | $6,333+34.5% | $5,194+64.0% | $10,886-21.7% |