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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 | $150,071 | $106,918+40.4% | $84,021+78.6% | $152,897-1.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.91% | 105.01%-85.1pp | 71.32%-51.4pp | 345.43%-325.5pp |
| Employer contribution / active EE | $2,634 | $2,735-3.7% | $1,984+32.8% | $4,764-44.7% |
| Participant deferral / active EE | $12,500 | $4,012+211.5% | $3,239+285.9% | $5,851+113.6% |
| Admin fee / account holder | $337 | $8,288-95.9% | $6,102-94.5% | $11,599-97.1% |