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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 | $104,924-6.1% | $84,623+16.4% | $152,885-35.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.99% | 373.82%-350.8pp | 258.77%-235.8pp | 345.39%-322.4pp |
| Employer contribution / active EE | $8,088 | $3,302+144.9% | $2,652+204.9% | $4,763+69.8% |
| Participant deferral / active EE | $12,152 | $4,689+159.2% | $3,899+211.6% | $5,851+107.7% |
| Admin fee / account holder | $396 | $6,242-93.7% | $4,913-91.9% | $11,598-96.6% |