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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 | $116,707 | $167,030-30.1% | $135,768-14.0% | $155,188-24.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.39% | 678.39%-663.0pp | 526.10%-510.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $3,336 | $4,132-19.3% | $3,394-1.7% | $4,248-21.5% |
| Participant deferral / active EE | $5,948 | $4,528+31.4% | $3,977+49.6% | $6,531-8.9% |
| Admin fee / account holder | $324 | $8,172-96.0% | $7,048-95.4% | $14,480-97.8% |