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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 | $103,302 | $96,643+6.9% | $86,617+19.3% | $139,456-25.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.25% | 106.57%-90.3pp | 591.91%-575.7pp | 373.45%-357.2pp |
| Employer contribution / active EE | $10,894 | $3,264+233.7% | $3,023+260.3% | $4,753+129.2% |
| Participant deferral / active EE | $13,253 | $4,835+174.1% | $4,437+198.7% | $6,711+97.5% |
| Admin fee / account holder | $1,084 | $6,406-83.1% | $5,613-80.7% | $11,407-90.5% |