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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 | $94,684 | $70,121+35.0% | $63,803+48.4% | $138,895-31.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.25% | 946.48%-935.2pp | 543.72%-532.5pp | 145.39%-134.1pp |
| Employer contribution / active EE | $2,959 | $2,882+2.7% | $2,532+16.8% | $4,194-29.5% |
| Participant deferral / active EE | $919 | $4,535-79.7% | $3,843-76.1% | $6,396-85.6% |
| Admin fee / account holder | $3,738 | $6,738-44.5% | $5,196-28.1% | $12,562-70.2% |