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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 | $111,898 | $110,039+1.7% | $97,260+15.0% | $145,884-23.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.33% | 244.44%-233.1pp | 75.54%-64.2pp | 551.85%-540.5pp |
| Employer contribution / active EE | $8,685 | $3,074+182.5% | $2,721+219.1% | $4,662+86.3% |
| Participant deferral / active EE | $16,723 | $4,674+257.8% | $4,262+292.4% | $6,690+150.0% |
| Admin fee / account holder | $802 | $6,204-87.1% | $5,640-85.8% | $13,392-94.0% |