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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 | $136,836 | $165,939-17.5% | $122,354+11.8% | $147,587-7.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.99% | 34.56%-15.6pp | 30.28%-11.3pp | 578.60%-559.6pp |
| Employer contribution / active EE | $7,034 | $5,754+22.2% | $4,051+73.6% | $4,876+44.2% |
| Participant deferral / active EE | $6,000 | $4,005+49.8% | $3,287+82.5% | $5,439+10.3% |
| Admin fee / account holder | $1,367 | $7,425-81.6% | $5,479-75.0% | $10,886-87.4% |