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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 | $106,407 | $84,713+25.6% | $75,717+40.5% | $167,518-36.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.35% | 199.49%-188.1pp | 104.58%-93.2pp | 478.71%-467.4pp |
| Employer contribution / active EE | $4,873 | $3,229+50.9% | $2,743+77.7% | $4,838+0.7% |
| Participant deferral / active EE | $3,249 | $4,578-29.0% | $3,821-15.0% | $6,342-48.8% |
| Admin fee / account holder | $754 | $5,357-85.9% | $3,619-79.2% | $12,312-93.9% |