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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 | $150,346-16.6% | $120,524+4.1% | $145,877-14.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.76% | 154.40%-137.6pp | 107.36%-90.6pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,425 | $4,353-44.3% | $3,469-30.1% | $4,663-48.0% |
| Participant deferral / active EE | $2,868 | $6,172-53.5% | $4,994-42.6% | $6,691-57.1% |
| Admin fee / account holder | $1,203 | $12,215-90.2% | $9,440-87.3% | $13,402-91.0% |