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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 | $126,060 | $84,708+48.8% | $75,714+66.5% | $167,536-24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.31% | 199.62%-183.3pp | 104.62%-88.3pp | 478.82%-462.5pp |
| Employer contribution / active EE | $2,726 | $3,231-15.6% | $2,744-0.6% | $4,839-43.7% |
| Participant deferral / active EE | $2,726 | $4,577-40.5% | $3,820-28.7% | $6,342-57.0% |
| Admin fee / account holder | $1,584 | $5,358-70.4% | $3,619-56.2% | $12,315-87.1% |