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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 | $108,334 | $105,158+3.0% | $94,672+14.4% | $139,487-22.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 20.24% | 38.11%-17.9pp | 156.89%-136.7pp | 373.84%-353.6pp |
| Employer contribution / active EE | $19,261 | $4,107+368.9% | $3,673+424.4% | $4,755+305.1% |
| Participant deferral / active EE | $16,666 | $7,599+119.3% | $7,417+124.7% | $6,713+148.3% |
| Admin fee / account holder | $4,500 | $8,972-49.8% | $7,222-37.7% | $11,407-60.6% |