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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 | $95,596 | $106,008-9.8% | $92,240+3.6% | $147,586-35.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.49% | 50.05%-36.6pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $14,064 | $4,333+224.6% | $3,680+282.2% | $4,876+188.4% |
| Participant deferral / active EE | $9,482 | $4,478+111.7% | $3,897+143.3% | $5,439+74.3% |
| Admin fee / account holder | $3,655 | $6,333-42.3% | $5,194-29.6% | $10,886-66.4% |