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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 | $141,945 | $99,652+42.4% | $78,778+80.2% | $147,586-3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.88% | 47.28%-37.4pp | 35.62%-25.7pp | 578.59%-568.7pp |
| Employer contribution / active EE | $10,422 | $2,796+272.8% | $1,986+424.9% | $4,876+113.7% |
| Participant deferral / active EE | $9,900 | $3,664+170.2% | $2,958+234.7% | $5,439+82.0% |
| Admin fee / account holder | $514 | $7,155-92.8% | $5,134-90.0% | $10,886-95.3% |