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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 | $104,114 | $111,785-6.9% | $93,669+11.2% | $145,877-28.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.55% | 203.79%-193.2pp | 133.59%-123.0pp | 551.28%-540.7pp |
| Employer contribution / active EE | $7,726 | $3,096+149.6% | $2,424+218.8% | $4,663+65.7% |
| Participant deferral / active EE | $16,530 | $4,919+236.1% | $4,416+274.4% | $6,691+147.1% |
| Admin fee / account holder | $1,085 | $10,256-89.4% | $8,291-86.9% | $13,402-91.9% |