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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 | $150,290 | $107,941+39.2% | $91,994+63.4% | $152,897-1.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.31% | 89.28%-68.0pp | 69.04%-47.7pp | 345.43%-324.1pp |
| Employer contribution / active EE | $9,612 | $4,212+128.2% | $3,453+178.4% | $4,764+101.8% |
| Participant deferral / active EE | $4,867 | $6,366-23.5% | $5,924-17.8% | $5,851-16.8% |
| Admin fee / account holder | $1,532 | $10,521-85.4% | $7,744-80.2% | $11,599-86.8% |