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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 | $184,871 | $106,918+72.9% | $84,021+120.0% | $152,897+20.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.62% | 105.01%-87.4pp | 71.32%-53.7pp | 345.43%-327.8pp |
| Employer contribution / active EE | $3,045 | $2,735+11.3% | $1,984+53.5% | $4,764-36.1% |
| Participant deferral / active EE | $7,970 | $4,012+98.6% | $3,239+146.0% | $5,851+36.2% |
| Admin fee / account holder | $1,522 | $8,288-81.6% | $6,102-75.1% | $11,599-86.9% |