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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 | $104,325 | $102,422+1.9% | $147,117-29.1% | $80,959+28.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.15% | 135.16%-117.0pp | 420.54%-402.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $4,765 | $3,717+28.2% | $4,932-3.4% | $2,757+72.8% |
| Participant deferral / active EE | $13,552 | $6,652+103.7% | $8,065+68.0% | $4,300+215.1% |
| Admin fee / account holder | $1,897 | $7,953-76.2% | $12,993-85.4% | $6,925-72.6% |