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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 | $98,500 | $104,937-6.1% | $84,628+16.4% | $152,897-35.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.99% | 373.88%-350.9pp | 258.80%-235.8pp | 345.43%-322.4pp |
| Employer contribution / active EE | $8,088 | $3,303+144.9% | $2,653+204.9% | $4,764+69.8% |
| Participant deferral / active EE | $12,152 | $4,690+159.1% | $3,900+211.6% | $5,851+107.7% |
| Admin fee / account holder | $396 | $6,243-93.7% | $4,914-91.9% | $11,599-96.6% |