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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 | $101,718 | $105,200-3.3% | $159,474-36.2% | $85,847+18.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.78% | 45.08%-25.3pp | 263.68%-243.9pp | 318.61%-298.8pp |
| Employer contribution / active EE | $3,029 | $3,319-8.7% | $4,831-37.3% | $2,565+18.1% |
| Participant deferral / active EE | $8,111 | $5,946+36.4% | $7,353+10.3% | $3,952+105.2% |
| Admin fee / account holder | $2,441 | $6,934-64.8% | $10,802-77.4% | $6,261-61.0% |