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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 | $58,257 | $106,008-45.0% | $92,240-36.8% | $147,586-60.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.93% | 50.05%-32.1pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,411 | $4,333-44.4% | $3,680-34.5% | $4,876-50.6% |
| Participant deferral / active EE | $5,589 | $4,478+24.8% | $3,897+43.4% | $5,439+2.8% |
| Admin fee / account holder | $1,182 | $6,333-81.3% | $5,194-77.2% | $10,886-89.1% |