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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 | $158,211 | $96,630+63.7% | $86,605+82.7% | $139,427+13.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.53% | 106.48%-92.9pp | 591.39%-577.9pp | 373.27%-359.7pp |
| Employer contribution / active EE | $4,023 | $3,264+23.2% | $3,023+33.1% | $4,752-15.3% |
| Participant deferral / active EE | $3,693 | $4,836-23.6% | $4,438-16.8% | $6,711-45.0% |
| Admin fee / account holder | $1,208 | $6,405-81.1% | $5,611-78.5% | $11,404-89.4% |