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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 | $110,841 | $106,008+4.6% | $92,240+20.2% | $147,586-24.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.08% | 50.05%-39.0pp | 176.29%-165.2pp | 578.59%-567.5pp |
| Employer contribution / active EE | $2,975 | $4,333-31.3% | $3,680-19.2% | $4,876-39.0% |
| Participant deferral / active EE | $1,223 | $4,478-72.7% | $3,897-68.6% | $5,439-77.5% |
| Admin fee / account holder | $8,002 | $6,333+26.4% | $5,194+54.1% | $10,886-26.5% |