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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 | $112,278 | $109,872+2.2% | $98,483+14.0% | $167,536-33.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.75% | 1959.31%-1944.6pp | 1494.38%-1479.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,509 | $3,225-22.2% | $2,961-15.3% | $4,839-48.2% |
| Participant deferral / active EE | $3,162 | $4,673-32.3% | $4,276-26.1% | $6,342-50.1% |
| Admin fee / account holder | $6,970 | $6,757+3.2% | $5,953+17.1% | $12,315-43.4% |