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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 | $106,937 | $102,393+4.4% | $147,041-27.3% | $80,911+32.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.06% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $6,862 | $3,715+84.7% | $4,935+39.1% | $2,756+149.0% |
| Participant deferral / active EE | $7,406 | $6,647+11.4% | $8,071-8.2% | $4,297+72.3% |
| Admin fee / account holder | $7,369 | $7,943-7.2% | $13,006-43.3% | $6,935+6.3% |