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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 | $126,529 | $100,073+26.4% | $85,126+48.6% | $145,877-13.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 25.04% | 84.11%-59.1pp | 66.63%-41.6pp | 551.28%-526.2pp |
| Employer contribution / active EE | $9,533 | $3,236+194.6% | $2,731+249.0% | $4,663+104.4% |
| Participant deferral / active EE | $4,492 | $5,294-15.2% | $4,523-0.7% | $6,691-32.9% |
| Admin fee / account holder | $649 | $7,261-91.1% | $6,160-89.5% | $13,402-95.2% |