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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 | $99,179 | $73,518+34.9% | $63,003+57.4% | $147,585-32.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.86% | 175.46%-161.6pp | 87.59%-73.7pp | 578.57%-564.7pp |
| Employer contribution / active EE | $3,744 | $3,322+12.7% | $2,760+35.6% | $4,876-23.2% |
| Participant deferral / active EE | $10,609 | $4,183+153.6% | $3,329+218.7% | $5,439+95.1% |
| Admin fee / account holder | $5,381 | $5,952-9.6% | $3,600+49.5% | $10,885-50.6% |