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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 | $100,073+21.9% | $85,126+43.3% | $145,877-16.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.07% | 84.11%-65.0pp | 66.63%-47.6pp | 551.28%-532.2pp |
| Employer contribution / active EE | $2,763 | $3,236-14.6% | $2,731+1.2% | $4,663-40.7% |
| Participant deferral / active EE | $8,043 | $5,294+51.9% | $4,523+77.8% | $6,691+20.2% |
| Admin fee / account holder | $20,445 | $7,261+181.6% | $6,160+231.9% | $13,402+52.6% |