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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 | $142,054 | $99,995+42.1% | $85,063+67.0% | $145,978-2.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 83.99%-72.4pp | 66.54%-54.9pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,276 | $3,231-29.6% | $2,727-16.6% | $4,662-51.2% |
| Participant deferral / active EE | $9,612 | $5,295+81.5% | $4,523+112.5% | $6,690+43.7% |
| Admin fee / account holder | $461 | $7,255-93.7% | $6,155-92.5% | $13,400-96.6% |