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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 | $103,231 | $107,941-4.4% | $91,994+12.2% | $152,909-32.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.62% | 89.28%-66.7pp | 69.04%-46.4pp | 345.46%-322.8pp |
| Employer contribution / active EE | $11,144 | $4,212+164.6% | $3,453+222.8% | $4,764+133.9% |
| Participant deferral / active EE | $7,104 | $6,366+11.6% | $5,924+19.9% | $5,851+21.4% |
| Admin fee / account holder | $583 | $10,521-94.5% | $7,744-92.5% | $11,601-95.0% |