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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 | $91,099 | $102,422-11.1% | $147,117-38.1% | $80,959+12.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.33% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $20,403 | $3,717+448.9% | $4,932+313.6% | $2,757+640.0% |
| Participant deferral / active EE | $13,539 | $6,652+103.5% | $8,065+67.9% | $4,300+214.8% |
| Admin fee / account holder | $4,239 | $7,953-46.7% | $12,993-67.4% | $6,925-38.8% |