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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 | $159,643 | $232,540-31.3% | $185,117-13.8% | $147,585+8.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.81% | 43.03%-26.2pp | 40.50%-23.7pp | 578.58%-561.8pp |
| Employer contribution / active EE | $12,777 | $5,195+145.9% | $4,182+205.6% | $4,876+162.0% |
| Participant deferral / active EE | $9,000 | $5,834+54.3% | $5,045+78.4% | $5,439+65.5% |
| Admin fee / account holder | $1,741 | $10,275-83.1% | $8,159-78.7% | $10,886-84.0% |