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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 | $156,097 | $95,415+63.6% | $185,851-16.0% | $85,851+81.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.96% | 23.59%-6.6pp | 122.11%-105.1pp | 318.63%-301.7pp |
| Employer contribution / active EE | $9,507 | $3,314+186.9% | $5,168+83.9% | $2,565+270.6% |
| Participant deferral / active EE | $7,112 | $3,424+107.7% | $5,569+27.7% | $3,952+79.9% |
| Admin fee / account holder | $1,376 | $7,215-80.9% | $16,245-91.5% | $6,261-78.0% |