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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 | $116,766 | $101,063+15.5% | $81,473+43.3% | $147,586-20.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.61% | 32.41%-9.8pp | 38.78%-16.2pp | 578.59%-556.0pp |
| Employer contribution / active EE | $11,238 | $3,206+250.6% | $2,568+337.6% | $4,876+130.5% |
| Participant deferral / active EE | $10,422 | $4,242+145.7% | $3,537+194.7% | $5,439+91.6% |
| Admin fee / account holder | $1,920 | $5,812-67.0% | $4,561-57.9% | $10,886-82.4% |