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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 | $115,378 | $98,776+16.8% | $149,745-23.0% | $79,856+44.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.61% | 27.38%-12.8pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $7,539 | $3,217+134.3% | $4,646+62.3% | $2,471+205.1% |
| Participant deferral / active EE | $9,936 | $5,681+74.9% | $6,843+45.2% | $3,741+165.6% |
| Admin fee / account holder | $1,028 | $6,053-83.0% | $9,312-89.0% | $5,306-80.6% |