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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 | $161,147 | $111,785+44.2% | $93,669+72.0% | $145,877+10.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.87% | 203.79%-195.9pp | 133.59%-125.7pp | 551.28%-543.4pp |
| Employer contribution / active EE | $7,119 | $3,096+129.9% | $2,424+193.7% | $4,663+52.7% |
| Participant deferral / active EE | $30,000 | $4,919+509.9% | $4,416+579.4% | $6,691+348.4% |
| Admin fee / account holder | $1,187 | $10,256-88.4% | $8,291-85.7% | $13,402-91.1% |