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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 | $157,518 | $111,830+40.9% | $93,696+68.1% | $145,884+8.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.06% | 204.08%-195.0pp | 133.74%-124.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,593 | $3,093-48.5% | $2,422-34.2% | $4,662-65.8% |
| Participant deferral / active EE | $10,273 | $4,920+108.8% | $4,417+132.6% | $6,690+53.6% |
| Admin fee / account holder | $126,091 | $10,249+1130.3% | $8,287+1421.6% | $13,392+841.5% |