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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 | $97,098 | $107,368-9.6% | $92,915+4.5% | $152,909-36.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.99% | 145.64%-122.7pp | 109.45%-86.5pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,848 | $4,222-56.2% | $3,653-49.4% | $4,764-61.2% |
| Participant deferral / active EE | $11,112 | $4,848+129.2% | $4,238+162.2% | $5,851+89.9% |
| Admin fee / account holder | $9,311 | $7,082+31.5% | $5,796+60.7% | $11,601-19.7% |