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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 | $103,640 | $112,131-7.6% | $95,964+8.0% | $158,982-34.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.11% | 171.19%-156.1pp | 91.64%-76.5pp | 302.99%-287.9pp |
| Employer contribution / active EE | $11,404 | $3,199+256.5% | $2,541+348.7% | $4,763+139.4% |
| Participant deferral / active EE | $3,656 | $4,784-23.6% | $4,167-12.3% | $5,983-38.9% |
| Admin fee / account holder | $1,468 | $10,136-85.5% | $6,797-78.4% | $11,252-87.0% |