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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 | $112,490 | $106,008+6.1% | $92,240+22.0% | $147,586-23.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.52% | 50.05%-29.5pp | 176.29%-155.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $3,178 | $4,333-26.7% | $3,680-13.6% | $4,876-34.8% |
| Participant deferral / active EE | $3,633 | $4,478-18.9% | $3,897-6.8% | $5,439-33.2% |
| Admin fee / account holder | $376 | $6,333-94.1% | $5,194-92.8% | $10,886-96.5% |