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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 | $102,601 | $102,385+0.2% | $147,080-30.2% | $80,935+26.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 38.02% | 135.09%-97.1pp | 420.17%-382.1pp | 35.66%+2.4pp |
| Employer contribution / active EE | $3,359 | $3,717-9.6% | $4,933-31.9% | $2,757+21.8% |
| Participant deferral / active EE | $5,419 | $6,651-18.5% | $8,066-32.8% | $4,299+26.0% |
| Admin fee / account holder | $5,914 | $7,951-25.6% | $12,989-54.5% | $6,924-14.6% |