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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 | $109,175 | $144,130-24.3% | $117,860-7.4% | $147,585-26.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.89% | 531.20%-517.3pp | 335.10%-321.2pp | 578.58%-564.7pp |
| Employer contribution / active EE | $1,429 | $4,897-70.8% | $3,786-62.3% | $4,876-70.7% |
| Participant deferral / active EE | $5,507 | $5,316+3.6% | $4,482+22.9% | $5,439+1.2% |
| Admin fee / account holder | $550 | $10,887-94.9% | $8,021-93.1% | $10,886-94.9% |