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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 | $106,224 | $112,935-5.9% | $90,970+16.8% | $158,966-33.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.94% | 215.79%-201.8pp | 134.58%-120.6pp | 302.95%-289.0pp |
| Employer contribution / active EE | $10,833 | $2,895+274.3% | $2,122+410.4% | $4,762+127.5% |
| Participant deferral / active EE | $5,513 | $4,129+33.5% | $3,373+63.4% | $5,983-7.9% |
| Admin fee / account holder | $655 | $8,045-91.9% | $5,960-89.0% | $11,250-94.2% |