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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 | $112,300 | $106,003+5.9% | $92,236+21.8% | $147,585-23.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.22% | 50.05%-34.8pp | 176.29%-161.1pp | 578.57%-563.3pp |
| Employer contribution / active EE | $4,811 | $4,333+11.0% | $3,679+30.7% | $4,876-1.4% |
| Participant deferral / active EE | $4,941 | $4,478+10.3% | $3,897+26.8% | $5,439-9.2% |
| Admin fee / account holder | $633 | $6,333-90.0% | $5,194-87.8% | $10,885-94.2% |