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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 | $106,937 | $102,429+4.4% | $147,096-27.3% | $80,925+32.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.06% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $6,862 | $3,716+84.7% | $4,936+39.0% | $2,756+149.0% |
| Participant deferral / active EE | $7,406 | $6,649+11.4% | $8,071-8.2% | $4,299+72.3% |
| Admin fee / account holder | $7,369 | $7,957-7.4% | $13,005-43.3% | $6,940+6.2% |