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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 | $100,073+34.5% | $85,126+58.1% | $145,877-7.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.91% | 84.11%-73.2pp | 66.63%-55.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $4,178 | $3,236+29.1% | $2,731+53.0% | $4,663-10.4% |
| Participant deferral / active EE | $9,386 | $5,294+77.3% | $4,523+107.5% | $6,691+40.3% |
| Admin fee / account holder | $3,755 | $7,261-48.3% | $6,160-39.0% | $13,402-72.0% |