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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 | $179,680 | $136,214+31.9% | $98,775+81.9% | $167,536+7.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 12.99% | 67.53%-54.5pp | 49.92%-36.9pp | 478.82%-465.8pp |
| Employer contribution / active EE | $6,960 | $2,631+164.5% | $2,067+236.6% | $4,839+43.8% |
| Participant deferral / active EE | $26,000 | $3,716+599.7% | $3,035+756.7% | $6,342+309.9% |
| Admin fee / account holder | $2,958 | $5,031-41.2% | $4,076-27.4% | $12,315-76.0% |