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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 | $90,604 | $105,200-13.9% | $159,474-43.2% | $85,847+5.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 51.06% | 45.08%+6.0pp | 263.68%-212.6pp | 318.61%-267.5pp |
| Employer contribution / active EE | $6,048 | $3,319+82.2% | $4,831+25.2% | $2,565+135.8% |
| Participant deferral / active EE | $4,292 | $5,946-27.8% | $7,353-41.6% | $3,952+8.6% |
| Admin fee / account holder | $884 | $6,934-87.3% | $10,802-91.8% | $6,261-85.9% |