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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 | $106,108 | $107,944-1.7% | $91,994+15.3% | $152,885-30.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.08% | 89.26%-68.2pp | 69.03%-47.9pp | 345.39%-324.3pp |
| Employer contribution / active EE | $9,110 | $4,210+116.4% | $3,452+163.9% | $4,763+91.3% |
| Participant deferral / active EE | $5,613 | $6,365-11.8% | $5,923-5.2% | $5,851-4.1% |
| Admin fee / account holder | $1,729 | $10,521-83.6% | $7,743-77.7% | $11,598-85.1% |