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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 | $100,016 | $102,429-2.4% | $147,096-32.0% | $80,925+23.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.37% | 135.02%-117.7pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $6,148 | $3,716+65.5% | $4,936+24.6% | $2,756+123.1% |
| Participant deferral / active EE | $9,238 | $6,649+38.9% | $8,071+14.5% | $4,299+114.9% |
| Admin fee / account holder | $3,954 | $7,957-50.3% | $13,005-69.6% | $6,940-43.0% |