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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 | $112,011 | $99,995+12.0% | $85,063+31.7% | $145,978-23.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.70% | 83.99%-69.3pp | 66.54%-51.8pp | 550.52%-535.8pp |
| Employer contribution / active EE | $6,222 | $3,231+92.5% | $2,727+128.1% | $4,662+33.5% |
| Participant deferral / active EE | $6,700 | $5,295+26.5% | $4,523+48.1% | $6,690+0.2% |
| Admin fee / account holder | $887 | $7,255-87.8% | $6,155-85.6% | $13,400-93.4% |