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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 | $91,195 | $72,071+26.5% | $68,368+33.4% | $137,256-33.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.70% | 353.14%-335.4pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,747 | $2,788-1.5% | $2,649+3.7% | $4,156-33.9% |
| Participant deferral / active EE | $7,634 | $4,410+73.1% | $4,123+85.2% | $6,407+19.2% |
| Admin fee / account holder | $1,427 | $5,336-73.3% | $5,150-72.3% | $12,270-88.4% |