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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 | $146,659 | $100,073+46.6% | $85,126+72.3% | $145,877+0.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.79% | 84.11%-70.3pp | 66.63%-52.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $6,053 | $3,236+87.0% | $2,731+121.6% | $4,663+29.8% |
| Participant deferral / active EE | $6,126 | $5,294+15.7% | $4,523+35.4% | $6,691-8.4% |
| Admin fee / account holder | $3,036 | $7,261-58.2% | $6,160-50.7% | $13,402-77.3% |