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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 | $91,805 | $102,663-10.6% | $86,216+6.5% | $139,466-34.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.81% | 1924.52%-1910.7pp | 1169.42%-1155.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,751 | $3,035-42.3% | $2,382-26.5% | $4,754-63.2% |
| Participant deferral / active EE | $2,658 | $4,677-43.2% | $3,986-33.3% | $6,712-60.4% |
| Admin fee / account holder | $13,469 | $8,663+55.5% | $6,853+96.5% | $11,409+18.1% |