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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 | $104,907-2.4% | $84,610+21.0% | $152,870-33.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.48% | 373.79%-355.3pp | 258.74%-240.3pp | 345.34%-326.9pp |
| Employer contribution / active EE | $4,005 | $3,301+21.3% | $2,652+51.0% | $4,763-15.9% |
| Participant deferral / active EE | $14,856 | $4,688+216.9% | $3,899+281.1% | $5,850+153.9% |
| Admin fee / account holder | $1,766 | $6,241-71.7% | $4,912-64.0% | $11,597-84.8% |