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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 | $100,216 | $134,817-25.7% | $123,973-19.2% | $155,188-35.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.82% | 515.49%-502.7pp | 388.13%-375.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,179 | $4,425-50.8% | $4,126-47.2% | $4,248-48.7% |
| Participant deferral / active EE | $7,694 | $5,706+34.8% | $5,247+46.6% | $6,531+17.8% |
| Admin fee / account holder | $616 | $13,245-95.3% | $11,799-94.8% | $14,480-95.7% |