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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 | $100,073-10.3% | $85,126+5.5% | $145,877-38.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 84.11%-66.7pp | 66.63%-49.2pp | 551.28%-533.8pp |
| Employer contribution / active EE | $16,879 | $3,236+421.6% | $2,731+518.0% | $4,663+262.0% |
| Participant deferral / active EE | $6,581 | $5,294+24.3% | $4,523+45.5% | $6,691-1.6% |
| Admin fee / account holder | $3,003 | $7,261-58.6% | $6,160-51.3% | $13,402-77.6% |