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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 | $120,733 | $96,691+24.9% | $86,656+39.3% | $139,487-13.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.70% | 106.87%-81.2pp | 593.09%-567.4pp | 373.84%-348.1pp |
| Employer contribution / active EE | $2,000 | $3,267-38.8% | $3,025-33.9% | $4,755-57.9% |
| Participant deferral / active EE | $11,854 | $4,838+145.0% | $4,439+167.0% | $6,713+76.6% |
| Admin fee / account holder | $5,020 | $6,414-21.7% | $5,619-10.7% | $11,407-56.0% |