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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 | $102,933 | $102,422+0.5% | $147,117-30.0% | $80,959+27.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.78% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,702 | $3,717-0.4% | $4,932-24.9% | $2,757+34.3% |
| Participant deferral / active EE | $10,107 | $6,652+51.9% | $8,065+25.3% | $4,300+135.0% |
| Admin fee / account holder | $12,536 | $7,953+57.6% | $12,993-3.5% | $6,925+81.0% |