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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 | $112,011 | $100,203+11.8% | $85,240+31.4% | $145,897-23.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.70% | 84.28%-69.6pp | 66.75%-52.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $6,222 | $3,242+91.9% | $2,735+127.5% | $4,663+33.4% |
| Participant deferral / active EE | $6,700 | $5,299+26.5% | $4,527+48.0% | $6,689+0.2% |
| Admin fee / account holder | $887 | $7,265-87.8% | $6,165-85.6% | $13,390-93.4% |