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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 | $155,391 | $111,878+38.9% | $93,727+65.8% | $145,897+6.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.23% | 204.28%-196.0pp | 133.83%-125.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $4,363 | $3,092+41.1% | $2,421+80.2% | $4,663-6.4% |
| Participant deferral / active EE | $4,903 | $4,920-0.4% | $4,417+11.0% | $6,689-26.7% |
| Admin fee / account holder | $1,055 | $10,256-89.7% | $8,292-87.3% | $13,390-92.1% |