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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 | $100,717 | $105,200-4.3% | $159,474-36.8% | $85,847+17.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.02% | 45.08%-31.1pp | 263.68%-249.7pp | 318.61%-304.6pp |
| Employer contribution / active EE | $1,684 | $3,319-49.3% | $4,831-65.1% | $2,565-34.3% |
| Participant deferral / active EE | $8,591 | $5,946+44.5% | $7,353+16.8% | $3,952+117.4% |
| Admin fee / account holder | $2,343 | $6,934-66.2% | $10,802-78.3% | $6,261-62.6% |