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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 | $155,789 | $95,415+63.3% | $185,851-16.2% | $85,851+81.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.59% | 23.59%-1.0pp | 122.11%-99.5pp | 318.63%-296.0pp |
| Employer contribution / active EE | $6,691 | $3,314+101.9% | $5,168+29.4% | $2,565+160.8% |
| Participant deferral / active EE | $5,341 | $3,424+56.0% | $5,569-4.1% | $3,952+35.1% |
| Admin fee / account holder | $4,021 | $7,215-44.3% | $16,245-75.2% | $6,261-35.8% |