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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 | $103,168 | $96,123+7.3% | $77,361+33.4% | $198,609-48.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 15.34% | 2054.81%-2039.5pp | 1011.54%-996.2pp | 202.70%-187.4pp |
| Employer contribution / active EE | $7,129 | $3,791+88.1% | $2,990+138.4% | $5,055+41.0% |
| Participant deferral / active EE | $6,899 | $4,975+38.7% | $3,911+76.4% | $6,977-1.1% |
| Admin fee / account holder | $10,767 | $9,471+13.7% | $5,894+82.7% | $19,030-43.4% |