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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 | $125,419 | $150,435-16.6% | $120,580+4.0% | $145,897-14.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 16.76% | 154.60%-137.8pp | 107.48%-90.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,425 | $4,352-44.3% | $3,469-30.1% | $4,663-48.0% |
| Participant deferral / active EE | $2,868 | $6,174-53.6% | $4,995-42.6% | $6,689-57.1% |
| Admin fee / account holder | $1,203 | $12,182-90.1% | $9,418-87.2% | $13,390-91.0% |