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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 | $112,922 | $106,008+6.5% | $92,240+22.4% | $147,586-23.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.47% | 50.05%-35.6pp | 176.29%-161.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,574 | $4,333-17.5% | $3,680-2.9% | $4,876-26.7% |
| Participant deferral / active EE | $6,240 | $4,478+39.3% | $3,897+60.1% | $5,439+14.7% |
| Admin fee / account holder | $302 | $6,333-95.2% | $5,194-94.2% | $10,886-97.2% |