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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 | $201,041 | $105,145+91.2% | $94,664+112.4% | $139,466+44.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.19% | 38.09%-20.9pp | 156.84%-139.7pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,468 | $4,107-39.9% | $3,673-32.8% | $4,754-48.1% |
| Participant deferral / active EE | $10,481 | $7,599+37.9% | $7,417+41.3% | $6,712+56.2% |
| Admin fee / account holder | $5,174 | $8,972-42.3% | $7,222-28.4% | $11,409-54.6% |