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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 | $105,967 | $209,888-49.5% | $189,545-44.1% | $167,553-36.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.36% | 748.66%-733.3pp | 555.36%-540.0pp | 478.89%-463.5pp |
| Employer contribution / active EE | $2,855 | $6,915-58.7% | $6,162-53.7% | $4,840-41.0% |
| Participant deferral / active EE | $10,783 | $8,934+20.7% | $8,220+31.2% | $6,343+70.0% |
| Admin fee / account holder | $1,375 | $14,300-90.4% | $12,049-88.6% | $12,316-88.8% |