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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 | $102,789 | $106,749-3.7% | $145,433-29.3% | $82,448+24.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 139.92% | 27.59%+112.3pp | 66.58%+73.3pp | 41.64%+98.3pp |
| Employer contribution / active EE | $3,386 | $3,444-1.7% | $4,554-25.6% | $2,551+32.7% |
| Participant deferral / active EE | $7,219 | $6,519+10.7% | $7,897-8.6% | $4,139+74.4% |
| Admin fee / account holder | $2,278 | $8,390-72.9% | $13,129-82.7% | $7,234-68.5% |