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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 | $81,491 | $99,652-18.2% | $78,778+3.4% | $147,586-44.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.12% | 47.28%-31.2pp | 35.62%-19.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $8,011 | $2,796+186.5% | $1,986+303.4% | $4,876+64.3% |
| Participant deferral / active EE | $5,196 | $3,664+41.8% | $2,958+75.6% | $5,439-4.5% |
| Admin fee / account holder | $777 | $7,155-89.1% | $5,134-84.9% | $10,886-92.9% |