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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 | $102,422+4.4% | $147,117-27.3% | $80,959+32.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.06% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $6,862 | $3,717+84.6% | $4,932+39.1% | $2,757+148.9% |
| Participant deferral / active EE | $7,406 | $6,652+11.3% | $8,065-8.2% | $4,300+72.2% |
| Admin fee / account holder | $7,369 | $7,953-7.4% | $12,993-43.3% | $6,925+6.4% |