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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 | $128,573 | $98,776+30.2% | $149,745-14.1% | $79,856+61.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.65% | 27.38%-8.7pp | 276.72%-258.1pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,839 | $3,217+81.5% | $4,646+25.7% | $2,471+136.3% |
| Participant deferral / active EE | $8,233 | $5,681+44.9% | $6,843+20.3% | $3,741+120.1% |
| Admin fee / account holder | $1,694 | $6,053-72.0% | $9,312-81.8% | $5,306-68.1% |