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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 | $105,347 | $99,079+6.3% | $78,002+35.1% | $273,972-61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.93% | 217.93%-213.0pp | 425.99%-421.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $7,133 | $3,308+115.6% | $2,470+188.8% | $4,869+46.5% |
| Participant deferral / active EE | $13,238 | $4,306+207.4% | $3,497+278.6% | $5,287+150.4% |
| Admin fee / account holder | $5,816 | $8,954-35.1% | $5,481+6.1% | $10,133-42.6% |