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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 | $99,888 | $105,210-5.1% | $159,487-37.4% | $85,851+16.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.11% | 45.08%-30.0pp | 263.71%-248.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $5,859 | $3,319+76.5% | $4,831+21.3% | $2,565+128.4% |
| Participant deferral / active EE | $7,714 | $5,946+29.7% | $7,354+4.9% | $3,952+95.2% |
| Admin fee / account holder | $10,444 | $6,934+50.6% | $10,804-3.3% | $6,261+66.8% |