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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 | $111,318 | $106,008+5.0% | $92,240+20.7% | $147,586-24.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.16% | 50.05%-34.9pp | 176.29%-161.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $11,315 | $4,333+161.1% | $3,680+207.5% | $4,876+132.0% |
| Participant deferral / active EE | $8,800 | $4,478+96.5% | $3,897+125.8% | $5,439+61.8% |
| Admin fee / account holder | $1,044 | $6,333-83.5% | $5,194-79.9% | $10,886-90.4% |