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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 | $174,202 | $106,905+63.0% | $84,020+107.3% | $152,885+13.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.43% | 105.00%-84.6pp | 71.31%-50.9pp | 345.39%-325.0pp |
| Employer contribution / active EE | $3,156 | $2,735+15.4% | $1,984+59.1% | $4,763-33.8% |
| Participant deferral / active EE | $5,127 | $4,012+27.8% | $3,239+58.3% | $5,851-12.4% |
| Admin fee / account holder | $2,302 | $8,287-72.2% | $6,101-62.3% | $11,598-80.2% |