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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 | $86,624 | $102,638-15.6% | $81,982+5.7% | $158,982-45.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 13.92% | 61.05%-47.1pp | 41.31%-27.4pp | 302.99%-289.1pp |
| Employer contribution / active EE | $6,399 | $3,241+97.4% | $2,498+156.1% | $4,763+34.3% |
| Participant deferral / active EE | $2,171 | $4,649-53.3% | $3,722-41.7% | $5,983-63.7% |
| Admin fee / account holder | $1,331 | $8,237-83.8% | $5,665-76.5% | $11,252-88.2% |