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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 | $106,351 | $106,003+0.3% | $92,236+15.3% | $147,585-27.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.56% | 50.05%-37.5pp | 176.29%-163.7pp | 578.57%-566.0pp |
| Employer contribution / active EE | $4,510 | $4,333+4.1% | $3,679+22.6% | $4,876-7.5% |
| Participant deferral / active EE | $2,369 | $4,478-47.1% | $3,897-39.2% | $5,439-56.4% |
| Admin fee / account holder | $687 | $6,333-89.1% | $5,194-86.8% | $10,885-93.7% |