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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 | $94,098 | $90,530+3.9% | $76,030+23.8% | $145,897-35.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 23.45% | 625.08%-601.6pp | 361.54%-338.1pp | 552.29%-528.8pp |
| Employer contribution / active EE | $7,968 | $3,319+140.1% | $2,688+196.5% | $4,663+70.9% |
| Participant deferral / active EE | $9,847 | $5,164+90.7% | $4,257+131.3% | $6,689+47.2% |
| Admin fee / account holder | $1,046 | $8,383-87.5% | $6,421-83.7% | $13,390-92.2% |