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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 | $88,763 | $104,937-15.4% | $84,628+4.9% | $152,897-41.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.99% | 373.88%-347.9pp | 258.80%-232.8pp | 345.43%-319.4pp |
| Employer contribution / active EE | $20,501 | $3,303+520.7% | $2,653+672.8% | $4,764+330.4% |
| Participant deferral / active EE | $2,366 | $4,690-49.6% | $3,900-39.3% | $5,851-59.6% |
| Admin fee / account holder | $5,307 | $6,243-15.0% | $4,914+8.0% | $11,599-54.2% |