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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 | $99,385 | $102,663-3.2% | $86,216+15.3% | $139,466-28.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.49% | 1924.52%-1910.0pp | 1169.42%-1154.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $3,840 | $3,035+26.5% | $2,382+61.2% | $4,754-19.2% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,469 | $8,663-71.5% | $6,853-64.0% | $11,409-78.4% |