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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 | $96,672 | $107,941-10.4% | $91,994+5.1% | $152,909-36.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.40% | 89.28%-68.9pp | 69.04%-48.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $3,376 | $4,212-19.8% | $3,453-2.2% | $4,764-29.1% |
| Participant deferral / active EE | $8,633 | $6,366+35.6% | $5,924+45.7% | $5,851+47.5% |
| Admin fee / account holder | $9,855 | $10,521-6.3% | $7,744+27.3% | $11,601-15.1% |