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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 | $112,316 | $111,785+0.5% | $93,669+19.9% | $145,877-23.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.50% | 203.79%-182.3pp | 133.59%-112.1pp | 551.28%-529.8pp |
| Employer contribution / active EE | $3,241 | $3,096+4.7% | $2,424+33.7% | $4,663-30.5% |
| Participant deferral / active EE | $11,434 | $4,919+132.5% | $4,416+159.0% | $6,691+70.9% |
| Admin fee / account holder | $5,896 | $10,256-42.5% | $8,291-28.9% | $13,402-56.0% |