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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 | $132,509 | $105,198+26.0% | $159,455-16.9% | $85,856+54.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.73% | 45.08%-27.4pp | 263.63%-245.9pp | 318.58%-300.9pp |
| Employer contribution / active EE | $6,188 | $3,319+86.4% | $4,830+28.1% | $2,565+141.2% |
| Participant deferral / active EE | $8,451 | $5,946+42.1% | $7,353+14.9% | $3,952+113.8% |
| Admin fee / account holder | $562 | $6,934-91.9% | $10,800-94.8% | $6,261-91.0% |