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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 | $97,642 | $70,121+39.2% | $63,803+53.0% | $138,895-29.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 16.10% | 946.48%-930.4pp | 543.72%-527.6pp | 145.39%-129.3pp |
| Employer contribution / active EE | $9,356 | $2,882+224.6% | $2,532+269.5% | $4,194+123.1% |
| Participant deferral / active EE | $4,535 | $4,5350% | $3,843+18.0% | $6,396-29.1% |
| Admin fee / account holder | $4,024 | $6,738-40.3% | $5,196-22.6% | $12,562-68.0% |