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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 | $90,541 | $98,766-8.3% | $149,730-39.5% | $79,852+13.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.62% | 27.43%-3.8pp | 276.70%-253.1pp | 31.72%-8.1pp |
| Employer contribution / active EE | $7,187 | $3,217+123.4% | $4,645+54.7% | $2,471+190.8% |
| Participant deferral / active EE | $9,730 | $5,681+71.3% | $6,843+42.2% | $3,740+160.1% |
| Admin fee / account holder | $1,467 | $6,052-75.8% | $9,310-84.2% | $5,306-72.4% |