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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 | $136,761 | $105,198+30.0% | $159,455-14.2% | $85,856+59.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.90% | 45.08%-31.2pp | 263.63%-249.7pp | 318.58%-304.7pp |
| Employer contribution / active EE | $4,445 | $3,319+33.9% | $4,830-8.0% | $2,565+73.3% |
| Participant deferral / active EE | $8,660 | $5,946+45.6% | $7,353+17.8% | $3,952+119.1% |
| Admin fee / account holder | $4,072 | $6,934-41.3% | $10,800-62.3% | $6,261-34.9% |