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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 | $117,718 | $100,139+17.6% | $85,187+38.2% | $145,884-19.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.89% | 84.15%-75.3pp | 66.67%-57.8pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,894 | $3,238-41.5% | $2,732-30.7% | $4,662-59.4% |
| Participant deferral / active EE | $1,894 | $5,296-64.2% | $4,525-58.1% | $6,690-71.7% |
| Admin fee / account holder | $1,120 | $7,262-84.6% | $6,162-81.8% | $13,392-91.6% |