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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 | $125,674 | $100,139+25.5% | $85,187+47.5% | $145,884-13.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.03% | 84.15%-66.1pp | 66.67%-48.6pp | 551.85%-533.8pp |
| Employer contribution / active EE | $542 | $3,238-83.3% | $2,732-80.2% | $4,662-88.4% |
| Participant deferral / active EE | $1,551 | $5,296-70.7% | $4,525-65.7% | $6,690-76.8% |
| Admin fee / account holder | $6,484 | $7,262-10.7% | $6,162+5.2% | $13,392-51.6% |