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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 | $114,543 | $105,210+8.9% | $159,487-28.2% | $85,851+33.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.38% | 45.08%-29.7pp | 263.71%-248.3pp | 318.63%-303.3pp |
| Employer contribution / active EE | $7,731 | $3,319+132.9% | $4,831+60.0% | $2,565+201.4% |
| Participant deferral / active EE | $6,658 | $5,946+12.0% | $7,354-9.5% | $3,952+68.5% |
| Admin fee / account holder | $1,367 | $6,934-80.3% | $10,804-87.3% | $6,261-78.2% |