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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 | $134,583 | $100,203+34.3% | $85,240+57.9% | $145,897-7.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.91% | 84.28%-73.4pp | 66.75%-55.8pp | 552.29%-541.4pp |
| Employer contribution / active EE | $4,178 | $3,242+28.9% | $2,735+52.7% | $4,663-10.4% |
| Participant deferral / active EE | $9,386 | $5,299+77.1% | $4,527+107.3% | $6,689+40.3% |
| Admin fee / account holder | $3,755 | $7,265-48.3% | $6,165-39.1% | $13,390-72.0% |