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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 | $110,155 | $102,429+7.5% | $147,096-25.1% | $80,925+36.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.88% | 135.02%-120.1pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $8,641 | $3,716+132.6% | $4,936+75.1% | $2,756+213.5% |
| Participant deferral / active EE | $8,535 | $6,649+28.4% | $8,071+5.8% | $4,299+98.6% |
| Admin fee / account holder | $1,287 | $7,957-83.8% | $13,005-90.1% | $6,940-81.5% |