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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 | $104,766 | $112,131-6.6% | $95,964+9.2% | $158,982-34.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.69% | 171.19%-158.5pp | 91.64%-79.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $4,837 | $3,199+51.2% | $2,541+90.3% | $4,763+1.6% |
| Participant deferral / active EE | $14,458 | $4,784+202.2% | $4,167+247.0% | $5,983+141.6% |
| Admin fee / account holder | $608 | $10,136-94.0% | $6,797-91.1% | $11,252-94.6% |