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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 | $84,970 | $106,008-19.8% | $92,240-7.9% | $147,586-42.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.22% | 50.05%-36.8pp | 176.29%-163.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $5,197 | $4,333+19.9% | $3,680+41.2% | $4,876+6.6% |
| Participant deferral / active EE | $4,753 | $4,478+6.1% | $3,897+22.0% | $5,439-12.6% |
| Admin fee / account holder | $855 | $6,333-86.5% | $5,194-83.5% | $10,886-92.1% |