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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 | $102,441 | $112,933-9.3% | $90,970+12.6% | $158,982-35.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.57% | 215.82%-207.3pp | 134.60%-126.0pp | 302.99%-294.4pp |
| Employer contribution / active EE | $4,179 | $2,893+44.4% | $2,122+97.0% | $4,763-12.3% |
| Participant deferral / active EE | $12,000 | $4,128+190.7% | $3,373+255.8% | $5,983+100.6% |
| Admin fee / account holder | $560 | $8,047-93.0% | $5,961-90.6% | $11,252-95.0% |