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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 | $101,820 | $99,921+1.9% | $85,009+19.8% | $145,959-30.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 83.89%-73.6pp | 66.47%-56.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,375 | $3,233+4.4% | $2,728+23.7% | $4,661-27.6% |
| Participant deferral / active EE | $15,250 | $5,293+188.1% | $4,522+237.3% | $6,689+128.0% |
| Admin fee / account holder | $1,616 | $7,252-77.7% | $6,153-73.7% | $13,398-87.9% |