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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 | $97,149 | $84,708+14.7% | $75,714+28.3% | $167,536-42.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.94% | 199.62%-184.7pp | 104.62%-89.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $5,952 | $3,231+84.2% | $2,744+116.9% | $4,839+23.0% |
| Participant deferral / active EE | $4,378 | $4,577-4.4% | $3,820+14.6% | $6,342-31.0% |
| Admin fee / account holder | $929 | $5,358-82.7% | $3,619-74.3% | $12,315-92.5% |