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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 | $132,232 | $98,776+33.9% | $149,745-11.7% | $79,856+65.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.60% | 27.38%-11.8pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $6,773 | $3,217+110.5% | $4,646+45.8% | $2,471+174.1% |
| Participant deferral / active EE | $5,018 | $5,681-11.7% | $6,843-26.7% | $3,741+34.2% |
| Admin fee / account holder | $2,286 | $6,053-62.2% | $9,312-75.5% | $5,306-56.9% |