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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 | $192,584 | $95,979+100.7% | $74,551+158.3% | $135,380+42.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.40% | 56.97%-50.6pp | 32.53%-26.1pp | 519.81%-513.4pp |
| Employer contribution / active EE | $7,600 | $2,716+179.8% | $1,961+287.6% | $4,779+59.0% |
| Participant deferral / active EE | $3,040 | $3,844-20.9% | $3,108-2.2% | $5,609-45.8% |
| Admin fee / account holder | $3,814 | $6,522-41.5% | $5,059-24.6% | $10,828-64.8% |