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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 | $95,399 | $101,591-6.1% | $147,096-35.1% | $74,429+28.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.00% | 8746.45%-8725.5pp | 419.75%-398.7pp | 1368.38%-1347.4pp |
| Employer contribution / active EE | $3,312 | $3,813-13.1% | $4,936-32.9% | $2,625+26.2% |
| Participant deferral / active EE | $8,343 | $7,302+14.3% | $8,071+3.4% | $4,348+91.9% |
| Admin fee / account holder | $3,180 | $1,750+81.7% | $13,005-75.5% | $1,944+63.6% |