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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 | $100,075 | $102,385-2.3% | $147,080-32.0% | $80,935+23.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.59% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $3,691 | $3,717-0.7% | $4,933-25.2% | $2,757+33.9% |
| Participant deferral / active EE | $8,139 | $6,651+22.4% | $8,066+0.9% | $4,299+89.3% |
| Admin fee / account holder | $1,187 | $7,951-85.1% | $12,989-90.9% | $6,924-82.9% |