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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 | $141,259 | $104,907+34.7% | $84,610+67.0% | $152,870-7.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.68% | 373.79%-351.1pp | 258.74%-236.1pp | 345.34%-322.7pp |
| Employer contribution / active EE | $1,538 | $3,301-53.4% | $2,652-42.0% | $4,763-67.7% |
| Participant deferral / active EE | $9,702 | $4,688+107.0% | $3,899+148.9% | $5,850+65.8% |
| Admin fee / account holder | $1,815 | $6,241-70.9% | $4,912-63.0% | $11,597-84.3% |