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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 | $136,185 | $106,918+27.4% | $84,021+62.1% | $152,897-10.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.85% | 105.01%-89.2pp | 71.32%-55.5pp | 345.43%-329.6pp |
| Employer contribution / active EE | $2,029 | $2,735-25.8% | $1,984+2.3% | $4,764-57.4% |
| Participant deferral / active EE | $5,485 | $4,012+36.7% | $3,239+69.3% | $5,851-6.3% |
| Admin fee / account holder | $48,930 | $8,288+490.4% | $6,102+701.9% | $11,599+321.8% |