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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 | $101,681 | $150,412-32.4% | $120,574-15.7% | $145,884-30.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.98% | 154.50%-143.5pp | 107.42%-96.4pp | 551.85%-540.9pp |
| Employer contribution / active EE | $6,022 | $4,355+38.3% | $3,471+73.5% | $4,662+29.2% |
| Participant deferral / active EE | $11,886 | $6,175+92.5% | $4,996+137.9% | $6,690+77.7% |
| Admin fee / account holder | $1,357 | $12,224-88.9% | $9,445-85.6% | $13,392-89.9% |