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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 | $104,541 | $106,008-1.4% | $92,240+13.3% | $147,586-29.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.07% | 50.05%-35.0pp | 176.29%-161.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $10,490 | $4,333+142.1% | $3,680+185.1% | $4,876+115.1% |
| Participant deferral / active EE | $6,340 | $4,478+41.6% | $3,897+62.7% | $5,439+16.6% |
| Admin fee / account holder | $1,387 | $6,333-78.1% | $5,194-73.3% | $10,886-87.3% |