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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 | $135,956 | $105,198+29.2% | $159,455-14.7% | $85,856+58.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.78% | 45.08%-30.3pp | 263.63%-248.8pp | 318.58%-303.8pp |
| Employer contribution / active EE | $3,140 | $3,319-5.4% | $4,830-35.0% | $2,565+22.4% |
| Participant deferral / active EE | $7,901 | $5,946+32.9% | $7,353+7.5% | $3,952+99.9% |
| Admin fee / account holder | $24,184 | $6,934+248.8% | $10,800+123.9% | $6,261+286.3% |