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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 | $114,866 | $111,814+2.7% | $93,654+22.6% | $145,959-21.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.11% | 203.30%-187.2pp | 133.34%-117.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,667 | $3,092-13.7% | $2,421+10.2% | $4,661-42.8% |
| Participant deferral / active EE | $19,000 | $4,914+286.6% | $4,413+330.6% | $6,689+184.1% |
| Admin fee / account holder | $5,139 | $10,246-49.8% | $8,282-37.9% | $13,398-61.6% |