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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 | $121,998 | $100,203+21.8% | $85,240+43.1% | $145,897-16.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.07% | 84.28%-65.2pp | 66.75%-47.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $2,763 | $3,242-14.8% | $2,735+1.0% | $4,663-40.7% |
| Participant deferral / active EE | $8,043 | $5,299+51.8% | $4,527+77.7% | $6,689+20.2% |
| Admin fee / account holder | $20,445 | $7,265+181.4% | $6,165+231.6% | $13,390+52.7% |