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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 | $90,400 | $104,937-13.9% | $84,628+6.8% | $152,897-40.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.28% | 373.88%-353.6pp | 258.80%-238.5pp | 345.43%-325.1pp |
| Employer contribution / active EE | $2,483 | $3,303-24.8% | $2,653-6.4% | $4,764-47.9% |
| Participant deferral / active EE | $5,329 | $4,690+13.6% | $3,900+36.6% | $5,851-8.9% |
| Admin fee / account holder | $375 | $6,243-94.0% | $4,914-92.4% | $11,599-96.8% |