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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 | $150,435-31.7% | $120,580-14.8% | $145,897-29.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.99% | 154.60%-143.6pp | 107.48%-96.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $2,750 | $4,352-36.8% | $3,469-20.7% | $4,663-41.0% |
| Participant deferral / active EE | $9,285 | $6,174+50.4% | $4,995+85.9% | $6,689+38.8% |
| Admin fee / account holder | $2,980 | $12,182-75.5% | $9,418-68.4% | $13,390-77.7% |