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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 | $106,139 | $70,121+51.4% | $63,803+66.4% | $138,895-23.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.59% | 946.48%-934.9pp | 543.72%-532.1pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,352 | $2,882-18.4% | $2,532-7.1% | $4,194-43.9% |
| Participant deferral / active EE | $6,171 | $4,535+36.1% | $3,843+60.6% | $6,396-3.5% |
| Admin fee / account holder | $3,713 | $6,738-44.9% | $5,196-28.6% | $12,562-70.4% |