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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 | $103,555 | $106,008-2.3% | $92,240+12.3% | $147,586-29.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.55% | 50.05%-29.5pp | 176.29%-155.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $5,055 | $4,333+16.7% | $3,680+37.4% | $4,876+3.7% |
| Participant deferral / active EE | $9,900 | $4,478+121.1% | $3,897+154.0% | $5,439+82.0% |
| Admin fee / account holder | $1,140 | $6,333-82.0% | $5,194-78.0% | $10,886-89.5% |