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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 | $90,665 | $106,001-14.5% | $92,235-1.7% | $147,585-38.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.86% | 50.05%-28.2pp | 176.28%-154.4pp | 578.56%-556.7pp |
| Employer contribution / active EE | $2,557 | $4,333-41.0% | $3,679-30.5% | $4,876-47.6% |
| Participant deferral / active EE | $5,583 | $4,478+24.7% | $3,897+43.3% | $5,439+2.7% |
| Admin fee / account holder | $2,945 | $6,332-53.5% | $5,194-43.3% | $10,885-72.9% |