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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 | $131,920 | $95,383+38.3% | $185,837-29.0% | $85,856+53.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.38% | 23.59%-8.2pp | 122.08%-106.7pp | 318.58%-303.2pp |
| Employer contribution / active EE | $7,897 | $3,313+138.4% | $5,168+52.8% | $2,565+207.9% |
| Participant deferral / active EE | $12,824 | $3,423+274.6% | $5,568+130.3% | $3,952+224.5% |
| Admin fee / account holder | $6,832 | $7,213-5.3% | $16,241-57.9% | $6,261+9.1% |