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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 | $145,244 | $106,923+35.8% | $84,023+72.9% | $152,909-5.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 10.77% | 105.02%-94.2pp | 71.32%-60.5pp | 345.46%-334.7pp |
| Employer contribution / active EE | $5,508 | $2,735+101.4% | $1,984+177.6% | $4,764+15.6% |
| Participant deferral / active EE | $7,134 | $4,013+77.8% | $3,239+120.2% | $5,851+21.9% |
| Admin fee / account holder | $2,385 | $8,289-71.2% | $6,102-60.9% | $11,601-79.4% |