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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 | $151,687 | $111,830+35.6% | $93,696+61.9% | $145,884+4.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.59% | 204.08%-193.5pp | 133.74%-123.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,874 | $3,093-39.4% | $2,422-22.6% | $4,662-59.8% |
| Participant deferral / active EE | $10,051 | $4,920+104.3% | $4,417+127.6% | $6,690+50.2% |
| Admin fee / account holder | $32,823 | $10,249+220.3% | $8,287+296.1% | $13,392+145.1% |