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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 | $172,475 | $95,415+80.8% | $185,851-7.2% | $85,851+100.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.46% | 23.59%-11.1pp | 122.11%-109.6pp | 318.63%-306.2pp |
| Employer contribution / active EE | $5,165 | $3,314+55.9% | $5,168-0.1% | $2,565+101.3% |
| Participant deferral / active EE | $9,494 | $3,424+177.3% | $5,569+70.5% | $3,952+140.2% |
| Admin fee / account holder | $2,580 | $7,215-64.2% | $16,245-84.1% | $6,261-58.8% |