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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 | $177,832 | $99,652+78.5% | $78,778+125.7% | $147,586+20.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.29% | 47.28%-32.0pp | 35.62%-20.3pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,129 | $2,796+11.9% | $1,986+57.6% | $4,876-35.8% |
| Participant deferral / active EE | $9,662 | $3,664+163.7% | $2,958+226.6% | $5,439+77.6% |
| Admin fee / account holder | $467 | $7,155-93.5% | $5,134-90.9% | $10,886-95.7% |