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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 | $96,725 | $106,008-8.8% | $92,240+4.9% | $147,586-34.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.34% | 50.05%-28.7pp | 176.29%-155.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $15,777 | $4,333+264.1% | $3,680+328.8% | $4,876+223.5% |
| Participant deferral / active EE | $9,074 | $4,478+102.6% | $3,897+132.9% | $5,439+66.8% |
| Admin fee / account holder | $351 | $6,333-94.5% | $5,194-93.2% | $10,886-96.8% |