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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 | $83,420 | $73,518+13.5% | $63,005+32.4% | $147,585-43.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.41% | 175.46%-155.1pp | 87.59%-67.2pp | 578.58%-558.2pp |
| Employer contribution / active EE | $10,520 | $3,322+216.6% | $2,760+281.1% | $4,876+115.7% |
| Participant deferral / active EE | $4,339 | $4,183+3.7% | $3,329+30.3% | $5,439-20.2% |
| Admin fee / account holder | $2,295 | $5,952-61.4% | $3,599-36.2% | $10,886-78.9% |