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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 | $139,776 | $106,905+30.7% | $84,020+66.4% | $152,885-8.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.47% | 105.00%-87.5pp | 71.31%-53.8pp | 345.39%-327.9pp |
| Employer contribution / active EE | $1,089 | $2,735-60.2% | $1,984-45.1% | $4,763-77.1% |
| Participant deferral / active EE | $8,513 | $4,012+112.2% | $3,239+162.8% | $5,851+45.5% |
| Admin fee / account holder | $18,126 | $8,287+118.7% | $6,101+197.1% | $11,598+56.3% |