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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 | $90,750 | $111,787-18.8% | $93,681-3.1% | $145,978-37.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.87% | 203.52%-184.6pp | 133.47%-114.6pp | 550.52%-531.6pp |
| Employer contribution / active EE | $2,747 | $3,093-11.2% | $2,422+13.4% | $4,662-41.1% |
| Participant deferral / active EE | $4,548 | $4,918-7.5% | $4,415+3.0% | $6,690-32.0% |
| Admin fee / account holder | $1,600 | $10,256-84.4% | $8,290-80.7% | $13,400-88.1% |