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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 | $106,269 | $198,457-46.5% | $170,435-37.6% | $147,586-28.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.55% | 257.30%-240.8pp | 205.94%-189.4pp | 578.59%-562.0pp |
| Employer contribution / active EE | $4,428 | $6,183-28.4% | $5,432-18.5% | $4,876-9.2% |
| Participant deferral / active EE | $7,077 | $5,629+25.7% | $4,939+43.3% | $5,439+30.1% |
| Admin fee / account holder | $1,061 | $16,852-93.7% | $13,881-92.4% | $10,886-90.3% |