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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 | $87,452 | $112,915-22.6% | $90,965-3.9% | $158,950-45.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.78% | 215.75%-200.0pp | 134.57%-118.8pp | 302.91%-287.1pp |
| Employer contribution / active EE | $11,981 | $2,894+314.0% | $2,122+464.6% | $4,762+151.6% |
| Participant deferral / active EE | $6,608 | $4,128+60.1% | $3,373+95.9% | $5,983+10.5% |
| Admin fee / account holder | $1,354 | $8,044-83.2% | $5,960-77.3% | $11,248-88.0% |