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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 | $89,686 | $96,388-7.0% | $80,627+11.2% | $139,466-35.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.57% | 1352.08%-1336.5pp | 936.76%-921.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $3,748 | $3,260+15.0% | $2,723+37.6% | $4,754-21.2% |
| Participant deferral / active EE | $8,498 | $5,224+62.7% | $4,443+91.3% | $6,712+26.6% |
| Admin fee / account holder | $2,192 | $6,603-66.8% | $5,381-59.3% | $11,409-80.8% |