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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 | $120,965 | $102,638+17.9% | $81,982+47.6% | $158,982-23.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.93% | 61.05%-48.1pp | 41.31%-28.4pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,481 | $3,241-23.5% | $2,498-0.7% | $4,763-47.9% |
| Participant deferral / active EE | $8,350 | $4,649+79.6% | $3,722+124.3% | $5,983+39.6% |
| Admin fee / account holder | $66,379 | $8,237+705.8% | $5,665+1071.7% | $11,252+490.0% |