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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 | $117,862 | $111,814+5.4% | $93,654+25.8% | $145,959-19.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.76% | 203.30%-189.5pp | 133.34%-119.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,744 | $3,092-43.6% | $2,421-28.0% | $4,661-62.6% |
| Participant deferral / active EE | $7,350 | $4,914+49.6% | $4,413+66.6% | $6,689+9.9% |
| Admin fee / account holder | $129,966 | $10,246+1168.4% | $8,282+1469.2% | $13,398+870.1% |