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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 | $133,271 | $108,695+22.6% | $74,722+78.4% | $152,897-12.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 8.08% | 114.11%-106.0pp | 753.11%-745.0pp | 345.43%-337.3pp |
| Employer contribution / active EE | $3,680 | $1,504+144.6% | $1,084+239.4% | $4,764-22.8% |
| Participant deferral / active EE | $4,953 | $2,712+82.6% | $1,963+152.3% | $5,851-15.4% |
| Admin fee / account holder | $961 | $4,906-80.4% | $3,335-71.2% | $11,599-91.7% |