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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 | $100,073-5.1% | $85,126+11.6% | $145,877-34.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 84.11%-69.2pp | 66.63%-51.8pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,830 | $3,236-12.6% | $2,731+3.6% | $4,663-39.3% |
| Participant deferral / active EE | $24,223 | $5,294+357.5% | $4,523+435.5% | $6,691+262.0% |
| Admin fee / account holder | $301 | $7,261-95.9% | $6,160-95.1% | $13,402-97.8% |