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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 | $85,827 | $110,551-22.4% | $80,741+6.3% | $167,536-48.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.79% | 120.57%-108.8pp | 87.30%-75.5pp | 478.82%-467.0pp |
| Employer contribution / active EE | $5,383 | $1,543+248.9% | $1,160+364.0% | $4,839+11.2% |
| Participant deferral / active EE | $13,595 | $2,870+373.6% | $2,145+533.7% | $6,342+114.4% |
| Admin fee / account holder | $3,644 | $4,547-19.8% | $3,380+7.8% | $12,315-70.4% |