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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 | $111,398 | $102,382+8.8% | $147,005-24.2% | $80,874+37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.96% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $6,488 | $3,715+74.7% | $4,934+31.5% | $2,756+135.4% |
| Participant deferral / active EE | $8,319 | $6,646+25.2% | $8,070+3.1% | $4,297+93.6% |
| Admin fee / account holder | $6,805 | $7,942-14.3% | $13,006-47.7% | $6,935-1.9% |