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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 | $107,426 | $114,093-5.8% | $96,171+11.7% | $167,536-35.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.50% | 190.00%-175.5pp | 192.04%-177.5pp | 478.82%-464.3pp |
| Employer contribution / active EE | $4,566 | $3,429+33.1% | $2,799+63.1% | $4,839-5.6% |
| Participant deferral / active EE | $10,129 | $5,197+94.9% | $4,350+132.8% | $6,342+59.7% |
| Admin fee / account holder | $1,682 | $6,899-75.6% | $5,538-69.6% | $12,315-86.3% |