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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 | $101,569 | $102,385-0.8% | $147,080-30.9% | $80,935+25.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.04% | 135.09%-122.1pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $5,623 | $3,717+51.3% | $4,933+14.0% | $2,757+104.0% |
| Participant deferral / active EE | $7,601 | $6,651+14.3% | $8,066-5.8% | $4,299+76.8% |
| Admin fee / account holder | $8,098 | $7,951+1.8% | $12,989-37.7% | $6,924+16.9% |