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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 | $103,089 | $111,878-7.9% | $93,727+10.0% | $145,897-29.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.13% | 204.28%-194.1pp | 133.83%-123.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $13,444 | $3,092+334.8% | $2,421+455.2% | $4,663+188.3% |
| Participant deferral / active EE | $5,840 | $4,920+18.7% | $4,417+32.2% | $6,689-12.7% |
| Admin fee / account holder | $1,058 | $10,256-89.7% | $8,292-87.2% | $13,390-92.1% |