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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 | $105,729 | $107,353-1.5% | $92,903+13.8% | $152,885-30.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.45% | 145.62%-127.2pp | 109.43%-91.0pp | 345.39%-326.9pp |
| Employer contribution / active EE | $6,480 | $4,222+53.5% | $3,653+77.4% | $4,763+36.1% |
| Participant deferral / active EE | $8,021 | $4,848+65.5% | $4,238+89.3% | $5,851+37.1% |
| Admin fee / account holder | $7,688 | $7,081+8.6% | $5,795+32.7% | $11,598-33.7% |