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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 | $135,330 | $102,429+32.1% | $147,096-8.0% | $80,925+67.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.77% | 135.02%-122.3pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $3,100 | $3,716-16.6% | $4,936-37.2% | $2,756+12.5% |
| Participant deferral / active EE | $10,595 | $6,649+59.4% | $8,071+31.3% | $4,299+146.5% |
| Admin fee / account holder | $15,547 | $7,957+95.4% | $13,005+19.5% | $6,940+124.0% |