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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 | $96,228 | $111,785-13.9% | $93,669+2.7% | $145,877-34.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.11% | 203.79%-187.7pp | 133.59%-117.5pp | 551.28%-535.2pp |
| Employer contribution / active EE | $19,969 | $3,096+545.0% | $2,424+724.0% | $4,663+328.3% |
| Participant deferral / active EE | $13,124 | $4,919+166.8% | $4,416+197.2% | $6,691+96.2% |
| Admin fee / account holder | $3,537 | $10,256-65.5% | $8,291-57.3% | $13,402-73.6% |