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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 | $102,272 | $109,411-6.5% | $89,435+14.4% | $158,982-35.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.47% | 345.68%-335.2pp | 245.55%-235.1pp | 302.99%-292.5pp |
| Employer contribution / active EE | $4,543 | $3,173+43.2% | $2,587+75.6% | $4,763-4.6% |
| Participant deferral / active EE | $5,580 | $4,600+21.3% | $3,890+43.4% | $5,983-6.8% |
| Admin fee / account holder | $543 | $6,159-91.2% | $4,884-88.9% | $11,252-95.2% |