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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 | $101,693 | $112,933-10.0% | $90,970+11.8% | $158,982-36.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.34% | 215.82%-205.5pp | 134.60%-124.3pp | 302.99%-292.7pp |
| Employer contribution / active EE | $6,663 | $2,893+130.3% | $2,122+214.0% | $4,763+39.9% |
| Participant deferral / active EE | $5,936 | $4,128+43.8% | $3,373+76.0% | $5,983-0.8% |
| Admin fee / account holder | $9,045 | $8,047+12.4% | $5,961+51.7% | $11,252-19.6% |