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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 | $162,678 | $110,093+47.8% | $97,295+67.2% | $145,897+11.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.33% | 244.76%-235.4pp | 75.62%-66.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,659 | $3,077-13.6% | $2,723-2.3% | $4,663-43.0% |
| Participant deferral / active EE | $7,648 | $4,678+63.5% | $4,264+79.4% | $6,689+14.3% |
| Admin fee / account holder | $41,338 | $6,212+565.4% | $5,646+632.1% | $13,390+208.7% |