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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 | $95,854 | $100,911-5.0% | $90,440+6.0% | $158,966-39.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.46% | 1726.62%-1711.2pp | 1294.38%-1278.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $5,609 | $3,690+52.0% | $3,263+71.9% | $4,762+17.8% |
| Participant deferral / active EE | $5,424 | $4,348+24.7% | $3,964+36.8% | $5,983-9.3% |
| Admin fee / account holder | $8,474 | $6,507+30.2% | $5,615+50.9% | $11,250-24.7% |