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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 | $87,424 | $106,008-17.5% | $92,240-5.2% | $147,586-40.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.64% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,781 | $4,333-58.9% | $3,680-51.6% | $4,876-63.5% |
| Participant deferral / active EE | $5,559 | $4,478+24.1% | $3,897+42.6% | $5,439+2.2% |
| Admin fee / account holder | $51,260 | $6,333+709.4% | $5,194+886.9% | $10,886+370.9% |