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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 | $100,203+46.4% | $85,240+72.1% | $145,897+0.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.79% | 84.28%-70.5pp | 66.75%-53.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $6,053 | $3,242+86.7% | $2,735+121.3% | $4,663+29.8% |
| Participant deferral / active EE | $6,126 | $5,299+15.6% | $4,527+35.3% | $6,689-8.4% |
| Admin fee / account holder | $3,036 | $7,265-58.2% | $6,165-50.8% | $13,390-77.3% |