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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 | $155,943 | $99,652+56.5% | $78,778+98.0% | $147,586+5.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.13% | 47.28%-37.2pp | 35.62%-25.5pp | 578.59%-568.5pp |
| Employer contribution / active EE | $1,411 | $2,796-49.5% | $1,986-29.0% | $4,876-71.1% |
| Participant deferral / active EE | $3,919 | $3,664+7.0% | $2,958+32.5% | $5,439-27.9% |
| Admin fee / account holder | $1,984 | $7,155-72.3% | $5,134-61.3% | $10,886-81.8% |