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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 | $98,178 | $103,008-4.7% | $90,304+8.7% | $152,897-35.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.94% | 95.22%-73.3pp | 78.13%-56.2pp | 345.43%-323.5pp |
| Employer contribution / active EE | $6,197 | $3,139+97.4% | $2,855+117.1% | $4,764+30.1% |
| Participant deferral / active EE | $2,616 | $4,281-38.9% | $3,885-32.7% | $5,851-55.3% |
| Admin fee / account holder | $414 | $6,175-93.3% | $5,354-92.3% | $11,599-96.4% |