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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 | $99,955 | $105,198-5.0% | $159,455-37.3% | $85,856+16.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.22% | 45.08%-29.9pp | 263.63%-248.4pp | 318.58%-303.4pp |
| Employer contribution / active EE | $5,908 | $3,319+78.0% | $4,830+22.3% | $2,565+130.3% |
| Participant deferral / active EE | $2,960 | $5,946-50.2% | $7,353-59.7% | $3,952-25.1% |
| Admin fee / account holder | $31,102 | $6,934+348.5% | $10,800+188.0% | $6,261+396.8% |