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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 | $125,745 | $111,785+12.5% | $93,669+34.2% | $145,877-13.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.95% | 203.79%-195.8pp | 133.59%-125.6pp | 551.28%-543.3pp |
| Employer contribution / active EE | $7,312 | $3,096+136.2% | $2,424+201.7% | $4,663+56.8% |
| Participant deferral / active EE | $17,312 | $4,919+252.0% | $4,416+292.1% | $6,691+158.8% |
| Admin fee / account holder | $1,657 | $10,256-83.8% | $8,291-80.0% | $13,402-87.6% |