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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 | $133,005 | $99,652+33.5% | $78,778+68.8% | $147,586-9.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.13% | 47.28%-25.2pp | 35.62%-13.5pp | 578.59%-556.5pp |
| Employer contribution / active EE | $8,888 | $2,796+217.9% | $1,986+347.6% | $4,876+82.3% |
| Participant deferral / active EE | $8,029 | $3,664+119.2% | $2,958+171.4% | $5,439+47.6% |
| Admin fee / account holder | $2,913 | $7,155-59.3% | $5,134-43.3% | $10,886-73.2% |