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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 | $108,356 | $118,708-8.7% | $98,920+9.5% | $158,966-31.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.77% | 372.49%-355.7pp | 196.47%-179.7pp | 302.95%-286.2pp |
| Employer contribution / active EE | $11,433 | $3,334+242.9% | $2,689+325.1% | $4,762+140.1% |
| Participant deferral / active EE | $7,855 | $5,089+54.3% | $4,245+85.0% | $5,983+31.3% |
| Admin fee / account holder | $6,929 | $10,134-31.6% | $6,643+4.3% | $11,250-38.4% |