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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 | $110,972 | $100,139+10.8% | $85,187+30.3% | $145,884-23.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.69% | 84.15%-71.5pp | 66.67%-54.0pp | 551.85%-539.2pp |
| Employer contribution / active EE | $6,887 | $3,238+112.7% | $2,732+152.1% | $4,662+47.7% |
| Participant deferral / active EE | $9,730 | $5,296+83.7% | $4,525+115.0% | $6,690+45.4% |
| Admin fee / account holder | $861 | $7,262-88.2% | $6,162-86.0% | $13,392-93.6% |