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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 | $100,859 | $111,878-9.8% | $93,727+7.6% | $145,897-30.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.89% | 204.28%-190.4pp | 133.83%-119.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,188 | $3,092-29.2% | $2,421-9.6% | $4,663-53.1% |
| Participant deferral / active EE | $10,011 | $4,920+103.5% | $4,417+126.6% | $6,689+49.7% |
| Admin fee / account holder | $478 | $10,256-95.3% | $8,292-94.2% | $13,390-96.4% |