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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 | $101,203 | $111,785-9.5% | $93,669+8.0% | $145,877-30.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.81% | 203.79%-193.0pp | 133.59%-122.8pp | 551.28%-540.5pp |
| Employer contribution / active EE | $10,901 | $3,096+252.1% | $2,424+349.8% | $4,663+133.8% |
| Participant deferral / active EE | $6,677 | $4,919+35.7% | $4,416+51.2% | $6,691-0.2% |
| Admin fee / account holder | $15,604 | $10,256+52.2% | $8,291+88.2% | $13,402+16.4% |