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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 | $117,850 | $111,878+5.3% | $93,727+25.7% | $145,897-19.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.20% | 204.28%-196.1pp | 133.83%-125.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $11,834 | $3,092+282.7% | $2,421+388.7% | $4,663+153.8% |
| Participant deferral / active EE | $7,446 | $4,920+51.3% | $4,417+68.6% | $6,689+11.3% |
| Admin fee / account holder | $2,459 | $10,256-76.0% | $8,292-70.3% | $13,390-81.6% |