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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 | $155,019 | $111,878+38.6% | $93,727+65.4% | $145,897+6.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.72% | 204.28%-192.6pp | 133.83%-122.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $10,301 | $3,092+233.1% | $2,421+325.4% | $4,663+120.9% |
| Participant deferral / active EE | $4,457 | $4,920-9.4% | $4,417+0.9% | $6,689-33.4% |
| Admin fee / account holder | $3,702 | $10,256-63.9% | $8,292-55.4% | $13,390-72.4% |