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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 | $81,264 | $81,696-0.5% | $70,494+15.3% | $158,982-48.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.53% | 208.70%-198.2pp | 109.16%-98.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $8,704 | $3,220+170.3% | $2,738+217.9% | $4,763+82.7% |
| Participant deferral / active EE | $10,128 | $4,558+122.2% | $3,711+172.9% | $5,983+69.3% |
| Admin fee / account holder | $5,907 | $6,200-4.7% | $3,848+53.5% | $11,252-47.5% |