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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 | $94,924 | $104,937-9.5% | $84,628+12.2% | $152,897-37.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.59% | 373.88%-350.3pp | 258.80%-235.2pp | 345.43%-321.8pp |
| Employer contribution / active EE | $9,585 | $3,303+190.2% | $2,653+261.3% | $4,764+101.2% |
| Participant deferral / active EE | $8,278 | $4,690+76.5% | $3,900+112.3% | $5,851+41.5% |
| Admin fee / account holder | $304 | $6,243-95.1% | $4,914-93.8% | $11,599-97.4% |