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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 | $103,572 | $99,995+3.6% | $85,063+21.8% | $145,978-29.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.24% | 83.99%-67.8pp | 66.54%-50.3pp | 550.52%-534.3pp |
| Employer contribution / active EE | $5,434 | $3,231+68.2% | $2,727+99.2% | $4,662+16.6% |
| Participant deferral / active EE | $10,471 | $5,295+97.8% | $4,523+131.5% | $6,690+56.5% |
| Admin fee / account holder | $881 | $7,255-87.9% | $6,155-85.7% | $13,400-93.4% |