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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 | $102,685 | $95,975+7.0% | $74,549+37.7% | $135,379-24.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 26.59% | 56.96%-30.4pp | 32.53%-5.9pp | 519.79%-493.2pp |
| Employer contribution / active EE | $7,766 | $2,716+185.9% | $1,961+296.0% | $4,779+62.5% |
| Participant deferral / active EE | $1,241 | $3,844-67.7% | $3,108-60.1% | $5,609-77.9% |
| Admin fee / account holder | $23,504 | $6,522+260.4% | $5,059+364.6% | $10,828+117.1% |