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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 | $99,551 | $112,121-11.2% | $95,960+3.7% | $158,966-37.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.81% | 171.16%-156.4pp | 91.63%-76.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $3,841 | $3,199+20.1% | $2,541+51.2% | $4,762-19.3% |
| Participant deferral / active EE | $12,464 | $4,784+160.5% | $4,167+199.1% | $5,983+108.3% |
| Admin fee / account holder | $9,377 | $10,135-7.5% | $6,797+38.0% | $11,250-16.6% |