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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 | $160,170 | $106,918+49.8% | $84,021+90.6% | $152,897+4.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.83% | 105.01%-90.2pp | 71.32%-56.5pp | 345.43%-330.6pp |
| Employer contribution / active EE | $8,760 | $2,735+220.3% | $1,984+341.6% | $4,764+83.9% |
| Participant deferral / active EE | $2,825 | $4,012-29.6% | $3,239-12.8% | $5,851-51.7% |
| Admin fee / account holder | $1,351 | $8,288-83.7% | $6,102-77.9% | $11,599-88.4% |