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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 | $138,268 | $99,652+38.8% | $78,778+75.5% | $147,586-6.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.92% | 47.28%-36.4pp | 35.62%-24.7pp | 578.59%-567.7pp |
| Employer contribution / active EE | $8,030 | $2,796+187.2% | $1,986+304.4% | $4,876+64.7% |
| Participant deferral / active EE | $1,514 | $3,664-58.7% | $2,958-48.8% | $5,439-72.2% |
| Admin fee / account holder | $1,464 | $7,155-79.5% | $5,134-71.5% | $10,886-86.6% |