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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 | $102,886 | $103,038-0.1% | $90,324+13.9% | $152,909-32.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.67% | 95.25%-73.6pp | 78.15%-56.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,711 | $3,141-13.7% | $2,856-5.1% | $4,764-43.1% |
| Participant deferral / active EE | $5,956 | $4,282+39.1% | $3,885+53.3% | $5,851+1.8% |
| Admin fee / account holder | $555 | $6,177-91.0% | $5,356-89.6% | $11,601-95.2% |