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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 | $101,072 | $99,995+1.1% | $85,063+18.8% | $145,978-30.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.34% | 83.99%-64.7pp | 66.54%-47.2pp | 550.52%-531.2pp |
| Employer contribution / active EE | $12,372 | $3,231+282.9% | $2,727+353.6% | $4,662+165.4% |
| Participant deferral / active EE | $3,949 | $5,295-25.4% | $4,523-12.7% | $6,690-41.0% |
| Admin fee / account holder | $1,594 | $7,255-78.0% | $6,155-74.1% | $13,400-88.1% |