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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 | $101,227 | $102,393-1.1% | $147,041-31.2% | $80,911+25.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.67% | 134.95%-121.3pp | 419.21%-405.5pp | 35.63%-22.0pp |
| Employer contribution / active EE | $5,599 | $3,715+50.7% | $4,935+13.4% | $2,756+103.2% |
| Participant deferral / active EE | $8,912 | $6,647+34.1% | $8,071+10.4% | $4,297+107.4% |
| Admin fee / account holder | $7,951 | $7,943+0.1% | $13,006-38.9% | $6,935+14.7% |