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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 | $102,382+4.4% | $147,005-27.3% | $80,874+32.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.06% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $6,862 | $3,715+84.7% | $4,934+39.1% | $2,756+149.0% |
| Participant deferral / active EE | $7,406 | $6,646+11.4% | $8,070-8.2% | $4,297+72.4% |
| Admin fee / account holder | $7,369 | $7,942-7.2% | $13,006-43.3% | $6,935+6.2% |