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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 | $101,300 | $70,121+44.5% | $63,803+58.8% | $138,895-27.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.37% | 946.48%-931.1pp | 543.72%-528.4pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,442 | $2,882+19.4% | $2,532+35.9% | $4,194-17.9% |
| Participant deferral / active EE | $8,827 | $4,535+94.6% | $3,843+129.7% | $6,396+38.0% |
| Admin fee / account holder | $1,200 | $6,738-82.2% | $5,196-76.9% | $12,562-90.5% |