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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 | $129,234 | $105,200+22.8% | $159,474-19.0% | $85,847+50.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.19% | 45.08%-18.9pp | 263.68%-237.5pp | 318.61%-292.4pp |
| Employer contribution / active EE | $1,694 | $3,319-48.9% | $4,831-64.9% | $2,565-34.0% |
| Participant deferral / active EE | $5,954 | $5,946+0.1% | $7,353-19.0% | $3,952+50.7% |
| Admin fee / account holder | $8,945 | $6,934+29.0% | $10,802-17.2% | $6,261+42.9% |