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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 | $110,316 | $111,830-1.4% | $93,696+17.7% | $145,884-24.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.76% | 204.08%-190.3pp | 133.74%-120.0pp | 551.85%-538.1pp |
| Employer contribution / active EE | $16,136 | $3,093+421.7% | $2,422+566.3% | $4,662+246.1% |
| Participant deferral / active EE | $4,874 | $4,920-0.9% | $4,417+10.4% | $6,690-27.1% |
| Admin fee / account holder | $427 | $10,249-95.8% | $8,287-94.8% | $13,392-96.8% |