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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 | $81,939 | $112,915-27.4% | $90,965-9.9% | $158,950-48.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.66% | 215.75%-195.1pp | 134.57%-113.9pp | 302.91%-282.3pp |
| Employer contribution / active EE | $4,512 | $2,894+55.9% | $2,122+112.6% | $4,762-5.3% |
| Participant deferral / active EE | $7,928 | $4,128+92.0% | $3,373+135.0% | $5,983+32.5% |
| Admin fee / account holder | $8,534 | $8,044+6.1% | $5,960+43.2% | $11,248-24.1% |