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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 | $99,927 | $110,039-9.2% | $97,260+2.7% | $145,884-31.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.10% | 244.44%-228.3pp | 75.54%-59.4pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,682 | $3,074+19.8% | $2,721+35.3% | $4,662-21.0% |
| Participant deferral / active EE | $9,722 | $4,674+108.0% | $4,262+128.1% | $6,690+45.3% |
| Admin fee / account holder | $1,644 | $6,204-73.5% | $5,640-70.9% | $13,392-87.7% |