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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 | $101,160 | $105,200-3.8% | $159,474-36.6% | $85,847+17.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.67% | 45.08%-28.4pp | 263.68%-247.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $5,448 | $3,319+64.2% | $4,831+12.8% | $2,565+112.4% |
| Participant deferral / active EE | $5,143 | $5,946-13.5% | $7,353-30.1% | $3,952+30.1% |
| Admin fee / account holder | $1,624 | $6,934-76.6% | $10,802-85.0% | $6,261-74.1% |