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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 | $156,026 | $110,039+41.8% | $97,260+60.4% | $145,884+7.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.96% | 244.44%-228.5pp | 75.54%-59.6pp | 551.85%-535.9pp |
| Employer contribution / active EE | $11,467 | $3,074+273.0% | $2,721+321.4% | $4,662+145.9% |
| Participant deferral / active EE | $3,298 | $4,674-29.4% | $4,262-22.6% | $6,690-50.7% |
| Admin fee / account holder | $3,563 | $6,204-42.6% | $5,640-36.8% | $13,392-73.4% |