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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 | $111,785-9.8% | $93,669+7.7% | $145,877-30.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.89% | 203.79%-189.9pp | 133.59%-119.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,188 | $3,096-29.3% | $2,424-9.7% | $4,663-53.1% |
| Participant deferral / active EE | $10,011 | $4,919+103.5% | $4,416+126.7% | $6,691+49.6% |
| Admin fee / account holder | $478 | $10,256-95.3% | $8,291-94.2% | $13,402-96.4% |