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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 | $128,379 | $106,918+20.1% | $84,021+52.8% | $152,897-16.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.12% | 105.01%-80.9pp | 71.32%-47.2pp | 345.43%-321.3pp |
| Employer contribution / active EE | $17,416 | $2,735+536.7% | $1,984+777.9% | $4,764+265.6% |
| Participant deferral / active EE | $10,820 | $4,012+169.7% | $3,239+234.0% | $5,851+84.9% |
| Admin fee / account holder | $4,445 | $8,288-46.4% | $6,102-27.2% | $11,599-61.7% |