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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 | $132,929 | $136,214-2.4% | $98,775+34.6% | $167,536-20.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 20.34% | 67.53%-47.2pp | 49.92%-29.6pp | 478.82%-458.5pp |
| Employer contribution / active EE | $2,039 | $2,631-22.5% | $2,067-1.4% | $4,839-57.9% |
| Participant deferral / active EE | $7,055 | $3,716+89.9% | $3,035+132.5% | $6,342+11.2% |
| Admin fee / account holder | $34,640 | $5,031+588.5% | $4,076+749.8% | $12,315+181.3% |