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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 | $105,811 | $107,941-2.0% | $91,994+15.0% | $152,909-30.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.30% | 89.28%-64.0pp | 69.04%-43.7pp | 345.46%-320.2pp |
| Employer contribution / active EE | $10,353 | $4,212+145.8% | $3,453+199.9% | $4,764+117.3% |
| Participant deferral / active EE | $6,697 | $6,366+5.2% | $5,924+13.1% | $5,851+14.5% |
| Admin fee / account holder | $15,013 | $10,521+42.7% | $7,744+93.9% | $11,601+29.4% |