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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 | $185,955 | $115,810+60.6% | $101,271+83.6% | $158,966+17.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.00% | 56.15%-39.2pp | 46.48%-29.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,310 | $4,175-68.6% | $3,660-64.2% | $4,762-72.5% |
| Participant deferral / active EE | $9,388 | $4,958+89.3% | $4,371+114.8% | $5,983+56.9% |
| Admin fee / account holder | $5,702 | $7,248-21.3% | $5,948-4.1% | $11,250-49.3% |