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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 | $103,683 | $90,614+14.4% | $76,089+36.3% | $145,877-28.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.04% | 623.80%-609.8pp | 360.94%-346.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,598 | $3,324+8.2% | $2,690+33.8% | $4,663-22.8% |
| Participant deferral / active EE | $11,994 | $5,168+132.1% | $4,259+181.6% | $6,691+79.3% |
| Admin fee / account holder | $320 | $8,376-96.2% | $6,418-95.0% | $13,402-97.6% |