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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 | $89,781 | $100,203-10.4% | $85,240+5.3% | $145,897-38.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 84.28%-66.8pp | 66.75%-49.3pp | 552.29%-534.8pp |
| Employer contribution / active EE | $16,879 | $3,242+420.7% | $2,735+517.1% | $4,663+262.0% |
| Participant deferral / active EE | $6,581 | $5,299+24.2% | $4,527+45.4% | $6,689-1.6% |
| Admin fee / account holder | $3,003 | $7,265-58.7% | $6,165-51.3% | $13,390-77.6% |