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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 | $162,706 | $106,923+52.2% | $84,023+93.6% | $152,909+6.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.24% | 105.02%-89.8pp | 71.32%-56.1pp | 345.46%-330.2pp |
| Employer contribution / active EE | $2,207 | $2,735-19.3% | $1,984+11.2% | $4,764-53.7% |
| Participant deferral / active EE | $3,799 | $4,013-5.3% | $3,239+17.3% | $5,851-35.1% |
| Admin fee / account holder | $16,111 | $8,289+94.4% | $6,102+164.0% | $11,601+38.9% |