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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 | $105,123 | $109,411-3.9% | $89,435+17.5% | $158,982-33.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 59.46% | 345.68%-286.2pp | 245.55%-186.1pp | 302.99%-243.5pp |
| Employer contribution / active EE | $2,470 | $3,173-22.1% | $2,587-4.5% | $4,763-48.1% |
| Participant deferral / active EE | $15,795 | $4,600+243.4% | $3,890+306.0% | $5,983+164.0% |
| Admin fee / account holder | $1,977 | $6,159-67.9% | $4,884-59.5% | $11,252-82.4% |