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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 | $130,215 | $112,933+15.3% | $90,970+43.1% | $158,982-18.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.62% | 215.82%-201.2pp | 134.60%-120.0pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,260 | $2,893-21.9% | $2,122+6.5% | $4,763-52.6% |
| Participant deferral / active EE | $5,477 | $4,128+32.7% | $3,373+62.4% | $5,983-8.5% |
| Admin fee / account holder | $3,517 | $8,047-56.3% | $5,961-41.0% | $11,252-68.7% |