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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 | $157,564 | $95,979+64.2% | $74,551+111.4% | $135,380+16.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.85% | 56.97%-49.1pp | 32.53%-24.7pp | 519.81%-512.0pp |
| Employer contribution / active EE | $2,848 | $2,716+4.8% | $1,961+45.2% | $4,779-40.4% |
| Participant deferral / active EE | $5,987 | $3,844+55.8% | $3,108+92.6% | $5,609+6.7% |
| Admin fee / account holder | $1,135 | $6,522-82.6% | $5,059-77.6% | $10,828-89.5% |