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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 | $101,850 | $183,592-44.5% | $155,567-34.5% | $145,959-30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 56.83% | 61.24%-4.4pp | 64.74%-7.9pp | 561.95%-505.1pp |
| Employer contribution / active EE | $3,602 | $5,315-32.2% | $4,674-22.9% | $4,661-22.7% |
| Participant deferral / active EE | $10,076 | $6,464+55.9% | $5,628+79.0% | $6,689+50.6% |
| Admin fee / account holder | $1,091 | $19,318-94.4% | $15,916-93.1% | $13,398-91.9% |