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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 | $103,793 | $105,160-1.3% | $94,679+9.6% | $139,456-25.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.82% | 38.04%-21.2pp | 156.75%-139.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $11,187 | $4,107+172.4% | $3,673+204.6% | $4,753+135.4% |
| Participant deferral / active EE | $3,056 | $7,599-59.8% | $7,417-58.8% | $6,711-54.5% |
| Admin fee / account holder | $1,122 | $8,988-87.5% | $7,233-84.5% | $11,407-90.2% |