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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 | $90,434 | $106,923-15.4% | $84,023+7.6% | $152,909-40.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.24% | 105.02%-84.8pp | 71.32%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,550 | $2,735-6.8% | $1,984+28.5% | $4,764-46.5% |
| Participant deferral / active EE | $8,270 | $4,013+106.1% | $3,239+155.3% | $5,851+41.3% |
| Admin fee / account holder | $838 | $8,289-89.9% | $6,102-86.3% | $11,601-92.8% |