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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 | $94,017 | $90,614+3.8% | $76,089+23.6% | $145,877-35.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.25% | 623.80%-608.6pp | 360.94%-345.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $5,934 | $3,324+78.5% | $2,690+120.6% | $4,663+27.3% |
| Participant deferral / active EE | $3,623 | $5,168-29.9% | $4,259-14.9% | $6,691-45.8% |
| Admin fee / account holder | $882 | $8,376-89.5% | $6,418-86.3% | $13,402-93.4% |