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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 | $98,218 | $112,933-13.0% | $90,970+8.0% | $158,982-38.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 29.17% | 215.82%-186.6pp | 134.60%-105.4pp | 302.99%-273.8pp |
| Employer contribution / active EE | $8,120 | $2,893+180.7% | $2,122+282.7% | $4,763+70.5% |
| Participant deferral / active EE | $6,690 | $4,128+62.1% | $3,373+98.4% | $5,983+11.8% |
| Admin fee / account holder | $1,750 | $8,047-78.2% | $5,961-70.6% | $11,252-84.4% |