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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 | $103,595 | $107,363-3.5% | $92,909+11.5% | $152,897-32.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.57% | 145.63%-128.1pp | 109.44%-91.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $11,016 | $4,222+160.9% | $3,653+201.5% | $4,764+131.3% |
| Participant deferral / active EE | $3,094 | $4,848-36.2% | $4,238-27.0% | $5,851-47.1% |
| Admin fee / account holder | $930 | $7,082-86.9% | $5,795-84.0% | $11,599-92.0% |