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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 | $96,613 | $96,678-0.1% | $86,640+11.5% | $139,466-30.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.02% | 106.69%-90.7pp | 592.52%-576.5pp | 373.66%-357.6pp |
| Employer contribution / active EE | $8,976 | $3,265+174.9% | $3,024+196.8% | $4,754+88.8% |
| Participant deferral / active EE | $5,197 | $4,837+7.4% | $4,438+17.1% | $6,712-22.6% |
| Admin fee / account holder | $18,731 | $6,410+192.2% | $5,616+233.5% | $11,409+64.2% |