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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 | $140,549 | $111,787+25.7% | $93,681+50.0% | $145,978-3.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.57% | 203.52%-195.0pp | 133.47%-124.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $15,235 | $3,093+392.5% | $2,422+529.0% | $4,662+226.8% |
| Participant deferral / active EE | $7,367 | $4,918+49.8% | $4,415+66.9% | $6,690+10.1% |
| Admin fee / account holder | $769 | $10,256-92.5% | $8,290-90.7% | $13,400-94.3% |