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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 | $106,187 | $108,882-2.5% | $96,754+9.8% | $154,746-31.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.21% | 98.39%-80.2pp | 82.04%-63.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $15,758 | $3,018+422.1% | $2,679+488.2% | $4,379+259.9% |
| Participant deferral / active EE | $5,461 | $5,323+2.6% | $4,758+14.8% | $6,730-18.9% |
| Admin fee / account holder | $17,773 | $10,200+74.2% | $8,905+99.6% | $14,365+23.7% |