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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 | $100,073+1.0% | $85,126+18.7% | $145,877-30.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.34% | 84.11%-64.8pp | 66.63%-47.3pp | 551.28%-531.9pp |
| Employer contribution / active EE | $12,372 | $3,236+282.3% | $2,731+353.0% | $4,663+165.3% |
| Participant deferral / active EE | $3,949 | $5,294-25.4% | $4,523-12.7% | $6,691-41.0% |
| Admin fee / account holder | $1,594 | $7,261-78.0% | $6,160-74.1% | $13,402-88.1% |