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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 | $70,386 | $96,678-27.2% | $86,640-18.8% | $139,466-49.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.25% | 106.69%-94.4pp | 592.52%-580.3pp | 373.66%-361.4pp |
| Employer contribution / active EE | $8,535 | $3,265+161.4% | $3,024+182.2% | $4,754+79.5% |
| Participant deferral / active EE | $5,849 | $4,837+20.9% | $4,438+31.8% | $6,712-12.9% |
| Admin fee / account holder | $675 | $6,410-89.5% | $5,616-88.0% | $11,409-94.1% |