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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 | $107,264 | $100,203+7.0% | $85,240+25.8% | $145,897-26.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 84.28%-70.8pp | 66.75%-53.3pp | 552.29%-538.9pp |
| Employer contribution / active EE | $8,376 | $3,242+158.4% | $2,735+206.2% | $4,663+79.6% |
| Participant deferral / active EE | $4,087 | $5,299-22.9% | $4,527-9.7% | $6,689-38.9% |
| Admin fee / account holder | $796 | $7,265-89.0% | $6,165-87.1% | $13,390-94.1% |