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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 | $99,033 | $106,008-6.6% | $92,240+7.4% | $147,586-32.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.75% | 50.05%-35.3pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,723 | $4,333+32.1% | $3,680+55.5% | $4,876+17.4% |
| Participant deferral / active EE | $7,055 | $4,478+57.5% | $3,897+81.0% | $5,439+29.7% |
| Admin fee / account holder | $4,964 | $6,333-21.6% | $5,194-4.4% | $10,886-54.4% |