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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 | $87,977 | $102,696-14.3% | $86,235+2.0% | $139,487-36.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.72% | 1925.91%-1911.2pp | 1170.03%-1155.3pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,892 | $3,034-4.7% | $2,381+21.5% | $4,755-39.2% |
| Participant deferral / active EE | $7,890 | $4,679+68.6% | $3,987+97.9% | $6,713+17.5% |
| Admin fee / account holder | $305 | $8,667-96.5% | $6,856-95.6% | $11,407-97.3% |