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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 | $138,773 | $98,776+40.5% | $149,745-7.3% | $79,856+73.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.42% | 27.38%-5.0pp | 276.72%-254.3pp | 31.71%-9.3pp |
| Employer contribution / active EE | $7,353 | $3,217+128.5% | $4,646+58.3% | $2,471+197.5% |
| Participant deferral / active EE | $7,969 | $5,681+40.3% | $6,843+16.5% | $3,741+113.0% |
| Admin fee / account holder | $21,978 | $6,053+263.1% | $9,312+136.0% | $5,306+314.2% |