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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 | $86,003 | $96,524-10.9% | $75,900+13.3% | $152,909-43.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.46% | 33.93%-11.5pp | 30.73%-8.3pp | 345.46%-323.0pp |
| Employer contribution / active EE | $5,437 | $3,311+64.2% | $2,501+117.4% | $4,764+14.1% |
| Participant deferral / active EE | $7,591 | $4,554+66.7% | $3,604+110.7% | $5,851+29.7% |
| Admin fee / account holder | $325 | $8,082-96.0% | $5,421-94.0% | $11,601-97.2% |