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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 | $100,203+1.6% | $85,240+19.5% | $145,897-30.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 84.28%-74.0pp | 66.75%-56.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,375 | $3,242+4.1% | $2,735+23.4% | $4,663-27.6% |
| Participant deferral / active EE | $15,250 | $5,299+187.8% | $4,527+236.9% | $6,689+128.0% |
| Admin fee / account holder | $1,616 | $7,265-77.8% | $6,165-73.8% | $13,390-87.9% |