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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 | $101,653-6.2% | $147,080-35.1% | $74,459+28.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.00% | 8754.98%-8734.0pp | 420.17%-399.2pp | 1369.70%-1348.7pp |
| Employer contribution / active EE | $3,312 | $3,813-13.2% | $4,933-32.9% | $2,626+26.1% |
| Participant deferral / active EE | $8,343 | $7,304+14.2% | $8,066+3.4% | $4,350+91.8% |
| Admin fee / account holder | $3,180 | $1,752+81.6% | $12,989-75.5% | $1,945+63.5% |