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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 | $103,712 | $106,008-2.2% | $92,240+12.4% | $147,586-29.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.93% | 50.05%-34.1pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $15,999 | $4,333+269.2% | $3,680+334.8% | $4,876+228.1% |
| Participant deferral / active EE | $21,240 | $4,478+374.3% | $3,897+445.0% | $5,439+290.5% |
| Admin fee / account holder | $1,040 | $6,333-83.6% | $5,194-80.0% | $10,886-90.4% |