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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 | $99,828 | $103,008-3.1% | $90,304+10.5% | $152,897-34.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.69% | 95.22%-71.5pp | 78.13%-54.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $14,631 | $3,139+366.0% | $2,855+412.5% | $4,764+207.1% |
| Participant deferral / active EE | $1,721 | $4,281-59.8% | $3,885-55.7% | $5,851-70.6% |
| Admin fee / account holder | $367 | $6,175-94.1% | $5,354-93.1% | $11,599-96.8% |