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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 | $96,204 | $102,382-6.0% | $147,005-34.6% | $80,874+19.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.10% | 134.89%-117.8pp | 418.76%-401.7pp | 35.62%-18.5pp |
| Employer contribution / active EE | $5,950 | $3,715+60.2% | $4,934+20.6% | $2,756+115.9% |
| Participant deferral / active EE | $12,382 | $6,646+86.3% | $8,070+53.4% | $4,297+188.2% |
| Admin fee / account holder | $2,103 | $7,942-73.5% | $13,006-83.8% | $6,935-69.7% |