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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 | $94,982 | $100,203-5.2% | $85,240+11.4% | $145,897-34.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 84.28%-69.4pp | 66.75%-51.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,830 | $3,242-12.7% | $2,735+3.5% | $4,663-39.3% |
| Participant deferral / active EE | $24,223 | $5,299+357.2% | $4,527+435.1% | $6,689+262.1% |
| Admin fee / account holder | $301 | $7,265-95.9% | $6,165-95.1% | $13,390-97.8% |