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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 | $176,718 | $70,366+151.1% | $66,674+165.0% | $138,895+27.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.97% | 386.41%-364.4pp | 321.24%-299.3pp | 145.39%-123.4pp |
| Employer contribution / active EE | $3,967 | $2,765+43.4% | $2,620+51.4% | $4,194-5.4% |
| Participant deferral / active EE | $14,979 | $4,374+242.4% | $4,084+266.8% | $6,396+134.2% |
| Admin fee / account holder | $1,773 | $5,262-66.3% | $5,098-65.2% | $12,562-85.9% |