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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 | $99,228 | $107,353-7.6% | $92,903+6.8% | $152,885-35.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.87% | 145.62%-129.8pp | 109.43%-93.6pp | 345.39%-329.5pp |
| Employer contribution / active EE | $10,658 | $4,222+152.5% | $3,653+191.7% | $4,763+123.8% |
| Participant deferral / active EE | $7,021 | $4,848+44.8% | $4,238+65.7% | $5,851+20.0% |
| Admin fee / account holder | $5,165 | $7,081-27.1% | $5,795-10.9% | $11,598-55.5% |