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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 | $95,355 | $70,121+36.0% | $63,803+49.5% | $138,895-31.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 10.75% | 946.48%-935.7pp | 543.72%-533.0pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,454 | $2,882-14.8% | $2,532-3.1% | $4,194-41.5% |
| Participant deferral / active EE | $9,099 | $4,535+100.6% | $3,843+136.7% | $6,396+42.2% |
| Admin fee / account holder | $8,645 | $6,738+28.3% | $5,196+66.4% | $12,562-31.2% |