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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 | $107,550 | $75,183+43.1% | $123,894-13.2% | $55,167+95.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.03% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $8,603 | $2,823+204.7% | $4,617+86.4% | $1,963+338.4% |
| Participant deferral / active EE | $8,571 | $5,084+68.6% | $5,984+43.2% | $3,054+180.6% |
| Admin fee / account holder | $8,676 | $663+1209.5% | $8,357+3.8% | $504+1621.8% |