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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 | $163,183 | $106,918+52.6% | $84,021+94.2% | $152,897+6.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.12% | 105.01%-79.9pp | 71.32%-46.2pp | 345.43%-320.3pp |
| Employer contribution / active EE | $8,021 | $2,735+193.3% | $1,984+304.3% | $4,764+68.4% |
| Participant deferral / active EE | $6,273 | $4,012+56.3% | $3,239+93.7% | $5,851+7.2% |
| Admin fee / account holder | $2,080 | $8,288-74.9% | $6,102-65.9% | $11,599-82.1% |