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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 | $158,940 | $106,905+48.7% | $84,020+89.2% | $152,885+4.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.31% | 105.00%-84.7pp | 71.31%-51.0pp | 345.39%-325.1pp |
| Employer contribution / active EE | $1,287 | $2,735-52.9% | $1,984-35.1% | $4,763-73.0% |
| Participant deferral / active EE | $10,850 | $4,012+170.4% | $3,239+235.0% | $5,851+85.4% |
| Admin fee / account holder | $1,762 | $8,287-78.7% | $6,101-71.1% | $11,598-84.8% |