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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 | $99,921+22.1% | $85,009+43.5% | $145,959-16.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.07% | 83.89%-64.8pp | 66.47%-47.4pp | 561.95%-542.9pp |
| Employer contribution / active EE | $2,763 | $3,233-14.5% | $2,728+1.3% | $4,661-40.7% |
| Participant deferral / active EE | $8,043 | $5,293+52.0% | $4,522+77.9% | $6,689+20.3% |
| Admin fee / account holder | $20,445 | $7,252+181.9% | $6,153+232.3% | $13,398+52.6% |