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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 | $106,923+48.6% | $84,023+89.2% | $152,909+3.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.31% | 105.02%-84.7pp | 71.32%-51.0pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,287 | $2,735-53.0% | $1,984-35.1% | $4,764-73.0% |
| Participant deferral / active EE | $10,850 | $4,013+170.4% | $3,239+235.0% | $5,851+85.4% |
| Admin fee / account holder | $1,762 | $8,289-78.7% | $6,102-71.1% | $11,601-84.8% |