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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 | $136,220 | $88,672+53.6% | $105,223+29.5% | $82,448+65.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.31% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,688 | $3,048+86.6% | $3,689+54.2% | $2,551+123.0% |
| Participant deferral / active EE | $8,230 | $4,036+103.9% | $5,072+62.3% | $4,139+98.8% |
| Admin fee / account holder | $16,744 | $7,146+134.3% | $8,859+89.0% | $7,234+131.5% |