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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 | $90,920 | $81,643+11.4% | $70,462+29.0% | $158,950-42.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.80% | 208.51%-197.7pp | 109.08%-98.3pp | 302.91%-292.1pp |
| Employer contribution / active EE | $5,250 | $3,218+63.1% | $2,737+91.8% | $4,762+10.2% |
| Participant deferral / active EE | $1,050 | $4,555-76.9% | $3,710-71.7% | $5,983-82.5% |
| Admin fee / account holder | $9,949 | $6,194+60.6% | $3,845+158.7% | $11,248-11.6% |