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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 | $99,440 | $103,038-3.5% | $90,324+10.1% | $152,909-35.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.47% | 95.25%-73.8pp | 78.15%-56.7pp | 345.46%-324.0pp |
| Employer contribution / active EE | $4,368 | $3,141+39.1% | $2,856+53.0% | $4,764-8.3% |
| Participant deferral / active EE | $11,396 | $4,282+166.2% | $3,885+193.3% | $5,851+94.8% |
| Admin fee / account holder | $15,814 | $6,177+156.0% | $5,356+195.3% | $11,601+36.3% |