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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 | $87,852 | $106,918-17.8% | $84,021+4.6% | $152,897-42.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.27% | 105.01%-85.7pp | 71.32%-52.0pp | 345.43%-326.2pp |
| Employer contribution / active EE | $9,912 | $2,735+262.4% | $1,984+399.6% | $4,764+108.1% |
| Participant deferral / active EE | $4,949 | $4,012+23.3% | $3,239+52.8% | $5,851-15.4% |
| Admin fee / account holder | $4,336 | $8,288-47.7% | $6,102-28.9% | $11,599-62.6% |