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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 | $110,864 | $106,008+4.6% | $92,240+20.2% | $147,586-24.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.22% | 50.05%-34.8pp | 176.29%-161.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $4,167 | $4,333-3.8% | $3,680+13.2% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $997 | $6,333-84.3% | $5,194-80.8% | $10,886-90.8% |