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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 | $141,036 | $108,685+29.8% | $74,719+88.8% | $152,885-7.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 26.32% | 114.09%-87.8pp | 753.05%-726.7pp | 345.39%-319.1pp |
| Employer contribution / active EE | $854 | $1,504-43.2% | $1,084-21.3% | $4,763-82.1% |
| Participant deferral / active EE | $6,286 | $2,712+131.8% | $1,963+220.2% | $5,851+7.4% |
| Admin fee / account holder | $4,196 | $4,905-14.5% | $3,334+25.8% | $11,598-63.8% |