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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 | $214,200 | $100,139+113.9% | $85,187+151.4% | $145,884+46.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 84.15%-73.7pp | 66.67%-56.2pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,594 | $3,238-19.9% | $2,732-5.1% | $4,662-44.4% |
| Participant deferral / active EE | $5,184 | $5,296-2.1% | $4,525+14.6% | $6,690-22.5% |
| Admin fee / account holder | $76,697 | $7,262+956.1% | $6,162+1144.7% | $13,392+472.7% |