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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 | $106,239 | $95,975+10.7% | $74,549+42.5% | $135,379-21.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.31% | 56.96%-52.7pp | 32.53%-28.2pp | 519.79%-515.5pp |
| Employer contribution / active EE | $6,670 | $2,716+145.6% | $1,961+240.1% | $4,779+39.6% |
| Participant deferral / active EE | $3,951 | $3,844+2.8% | $3,108+27.1% | $5,609-29.6% |
| Admin fee / account holder | $10,235 | $6,522+56.9% | $5,059+102.3% | $10,828-5.5% |