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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 | $94,056 | $107,368-12.4% | $92,915+1.2% | $152,909-38.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.34% | 145.64%-125.3pp | 109.45%-89.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $16,667 | $4,222+294.7% | $3,653+356.2% | $4,764+249.9% |
| Participant deferral / active EE | $1,492 | $4,848-69.2% | $4,238-64.8% | $5,851-74.5% |
| Admin fee / account holder | $1,017 | $7,082-85.6% | $5,796-82.5% | $11,601-91.2% |