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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 | $111,331 | $81,208+37.1% | $98,920+12.5% | $79,856+39.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.09% | 60.99%-43.9pp | 196.47%-179.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $9,613 | $1,960+390.5% | $2,689+257.4% | $2,471+289.0% |
| Participant deferral / active EE | $6,196 | $3,265+89.8% | $4,245+46.0% | $3,741+65.6% |
| Admin fee / account holder | $1,659 | $6,013-72.4% | $6,643-75.0% | $5,306-68.7% |