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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 | $109,212 | $111,787-2.3% | $93,681+16.6% | $145,978-25.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.50% | 203.52%-193.0pp | 133.47%-123.0pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,538 | $3,093-50.3% | $2,422-36.5% | $4,662-67.0% |
| Participant deferral / active EE | $4,497 | $4,918-8.6% | $4,415+1.9% | $6,690-32.8% |
| Admin fee / account holder | $1,645 | $10,256-84.0% | $8,290-80.2% | $13,400-87.7% |