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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 | $110,538 | $217,432-49.2% | $185,849-40.5% | $167,536-34.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.66% | 148.42%-134.8pp | 122.10%-108.4pp | 478.82%-465.2pp |
| Employer contribution / active EE | $9,904 | $5,875+68.6% | $5,169+91.6% | $4,839+104.7% |
| Participant deferral / active EE | $3,849 | $6,357-39.5% | $5,569-30.9% | $6,342-39.3% |
| Admin fee / account holder | $105,443 | $19,818+432.1% | $16,244+549.1% | $12,315+756.3% |