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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 | $102,420 | $104,953-2.4% | $84,637+21.0% | $152,909-33.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.48% | 373.94%-355.5pp | 258.82%-240.3pp | 345.46%-327.0pp |
| Employer contribution / active EE | $4,005 | $3,304+21.2% | $2,653+51.0% | $4,764-15.9% |
| Participant deferral / active EE | $14,856 | $4,691+216.7% | $3,900+280.9% | $5,851+153.9% |
| Admin fee / account holder | $1,766 | $6,244-71.7% | $4,914-64.1% | $11,601-84.8% |