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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 | $111,785-1.3% | $93,669+17.8% | $145,877-24.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.76% | 203.79%-190.0pp | 133.59%-119.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $16,136 | $3,096+421.2% | $2,424+565.8% | $4,663+246.0% |
| Participant deferral / active EE | $4,874 | $4,919-0.9% | $4,416+10.4% | $6,691-27.1% |
| Admin fee / account holder | $427 | $10,256-95.8% | $8,291-94.9% | $13,402-96.8% |