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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 | $110,819 | $102,393+8.2% | $147,041-24.6% | $80,911+37.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.17% | 134.95%-117.8pp | 419.21%-402.0pp | 35.63%-18.5pp |
| Employer contribution / active EE | $3,917 | $3,715+5.4% | $4,935-20.6% | $2,756+42.1% |
| Participant deferral / active EE | $6,977 | $6,647+5.0% | $8,071-13.5% | $4,297+62.4% |
| Admin fee / account holder | $3,945 | $7,943-50.3% | $13,006-69.7% | $6,935-43.1% |