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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 | $145,833 | $105,158+38.7% | $94,672+54.0% | $139,487+4.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.79% | 38.11%-17.3pp | 156.89%-136.1pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,595 | $4,107-36.8% | $3,673-29.4% | $4,755-45.4% |
| Participant deferral / active EE | $3,132 | $7,599-58.8% | $7,417-57.8% | $6,713-53.3% |
| Admin fee / account holder | $5,895 | $8,972-34.3% | $7,222-18.4% | $11,407-48.3% |