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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 | $117,961 | $100,139+17.8% | $85,187+38.5% | $145,884-19.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 84.15%-67.5pp | 66.67%-50.0pp | 551.85%-535.2pp |
| Employer contribution / active EE | $8,160 | $3,238+152.0% | $2,732+198.6% | $4,662+75.0% |
| Participant deferral / active EE | $21,444 | $5,296+304.9% | $4,525+373.9% | $6,690+220.6% |
| Admin fee / account holder | $87,103 | $7,262+1099.4% | $6,162+1313.6% | $13,392+550.4% |