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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 | $105,573 | $70,366+50.0% | $66,674+58.3% | $138,895-24.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.28% | 386.41%-373.1pp | 321.24%-308.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $931 | $2,765-66.3% | $2,620-64.5% | $4,194-77.8% |
| Participant deferral / active EE | $15,040 | $4,374+243.8% | $4,084+268.3% | $6,396+135.1% |
| Admin fee / account holder | $301 | $5,262-94.3% | $5,098-94.1% | $12,562-97.6% |