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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 | $102,741 | $150,197-31.6% | $120,368-14.6% | $145,959-29.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.99% | 154.26%-143.3pp | 107.26%-96.3pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,750 | $4,350-36.8% | $3,465-20.6% | $4,661-41.0% |
| Participant deferral / active EE | $9,285 | $6,174+50.4% | $4,991+86.0% | $6,689+38.8% |
| Admin fee / account holder | $2,980 | $12,216-75.6% | $9,429-68.4% | $13,398-77.8% |