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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 | $103,055 | $100,139+2.9% | $85,187+21.0% | $145,884-29.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 84.15%-74.3pp | 66.67%-56.8pp | 551.85%-542.0pp |
| Employer contribution / active EE | $15,543 | $3,238+380.0% | $2,732+468.8% | $4,662+233.4% |
| Participant deferral / active EE | $10,951 | $5,296+106.8% | $4,525+142.0% | $6,690+63.7% |
| Admin fee / account holder | $2,241 | $7,262-69.1% | $6,162-63.6% | $13,392-83.3% |