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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 | $120,756 | $99,079+21.9% | $78,002+54.8% | $273,972-55.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.68% | 217.93%-211.2pp | 425.99%-419.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,843 | $3,308-44.3% | $2,470-25.4% | $4,869-62.1% |
| Participant deferral / active EE | $3,160 | $4,306-26.6% | $3,497-9.6% | $5,287-40.2% |
| Admin fee / account holder | $5,793 | $8,954-35.3% | $5,481+5.7% | $10,133-42.8% |