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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 | $100,508 | $111,785-10.1% | $93,669+7.3% | $145,877-31.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.87% | 203.79%-193.9pp | 133.59%-123.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,366 | $3,096+8.7% | $2,424+38.9% | $4,663-27.8% |
| Participant deferral / active EE | $6,812 | $4,919+38.5% | $4,416+54.3% | $6,691+1.8% |
| Admin fee / account holder | $391 | $10,256-96.2% | $8,291-95.3% | $13,402-97.1% |