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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 | $95,860 | $99,652-3.8% | $78,778+21.7% | $147,586-35.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.75% | 47.28%-31.5pp | 35.62%-19.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $6,582 | $2,796+135.4% | $1,986+231.5% | $4,876+35.0% |
| Participant deferral / active EE | $3,600 | $3,664-1.7% | $2,958+21.7% | $5,439-33.8% |
| Admin fee / account holder | $1,117 | $7,155-84.4% | $5,134-78.2% | $10,886-89.7% |