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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 | $102,778 | $77,157+33.2% | $108,405-5.2% | $85,851+19.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.17% | 44.55%-29.4pp | 905.55%-890.4pp | 318.63%-303.5pp |
| Employer contribution / active EE | $3,100 | $2,379+30.3% | $3,559-12.9% | $2,565+20.8% |
| Participant deferral / active EE | $2,866 | $5,567-48.5% | $6,563-56.3% | $3,952-27.5% |
| Admin fee / account holder | $2,831 | $5,174-45.3% | $7,297-61.2% | $6,261-54.8% |