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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 | $144,473 | $111,830+29.2% | $93,696+54.2% | $145,884-1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.13% | 204.08%-192.9pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,818 | $3,093-41.2% | $2,422-24.9% | $4,662-61.0% |
| Participant deferral / active EE | $6,044 | $4,920+22.9% | $4,417+36.9% | $6,690-9.6% |
| Admin fee / account holder | $45,218 | $10,249+341.2% | $8,287+445.7% | $13,392+237.7% |