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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 | $110,217 | $107,944+2.1% | $91,994+19.8% | $152,885-27.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.30% | 89.26%-65.0pp | 69.03%-44.7pp | 345.39%-321.1pp |
| Employer contribution / active EE | $21,576 | $4,210+412.5% | $3,452+525.0% | $4,763+353.0% |
| Participant deferral / active EE | $19,288 | $6,365+203.0% | $5,923+225.6% | $5,851+229.7% |
| Admin fee / account holder | $2,936 | $10,521-72.1% | $7,743-62.1% | $11,598-74.7% |