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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 | $92,237 | $99,995-7.8% | $85,063+8.4% | $145,978-36.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.20% | 83.99%-75.8pp | 66.54%-58.3pp | 550.52%-542.3pp |
| Employer contribution / active EE | $14,791 | $3,231+357.7% | $2,727+442.3% | $4,662+217.3% |
| Participant deferral / active EE | $8,741 | $5,295+65.1% | $4,523+93.3% | $6,690+30.7% |
| Admin fee / account holder | $2,448 | $7,255-66.3% | $6,155-60.2% | $13,400-81.7% |