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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 | $182,719 | $102,696+77.9% | $86,235+111.9% | $139,487+31.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.81% | 1925.91%-1905.1pp | 1170.03%-1149.2pp | 373.84%-353.0pp |
| Employer contribution / active EE | $1,760 | $3,034-42.0% | $2,381-26.1% | $4,755-63.0% |
| Participant deferral / active EE | $5,147 | $4,679+10.0% | $3,987+29.1% | $6,713-23.3% |
| Admin fee / account holder | $5,865 | $8,667-32.3% | $6,856-14.4% | $11,407-48.6% |