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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 | $101,611 | $84,708+20.0% | $75,714+34.2% | $167,536-39.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.54% | 199.62%-187.1pp | 104.62%-92.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $3,490 | $3,231+8.0% | $2,744+27.2% | $4,839-27.9% |
| Participant deferral / active EE | $15,514 | $4,577+238.9% | $3,820+306.1% | $6,342+144.6% |
| Admin fee / account holder | $1,226 | $5,358-77.1% | $3,619-66.1% | $12,315-90.0% |