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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 | $137,770 | $106,918+28.9% | $84,021+64.0% | $152,897-9.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.75% | 105.01%-78.3pp | 71.32%-44.6pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,577 | $2,735-5.8% | $1,984+29.9% | $4,764-45.9% |
| Participant deferral / active EE | $6,159 | $4,012+53.5% | $3,239+90.2% | $5,851+5.3% |
| Admin fee / account holder | $43,062 | $8,288+419.6% | $6,102+605.7% | $11,599+271.2% |