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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 | $94,611 | $107,368-11.9% | $92,915+1.8% | $152,909-38.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.92% | 145.64%-119.7pp | 109.45%-83.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $2,763 | $4,222-34.6% | $3,653-24.4% | $4,764-42.0% |
| Participant deferral / active EE | $11,742 | $4,848+142.2% | $4,238+177.1% | $5,851+100.7% |
| Admin fee / account holder | $621 | $7,082-91.2% | $5,796-89.3% | $11,601-94.6% |