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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 | $109,080 | $95,415+14.3% | $185,851-41.3% | $85,851+27.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.98% | 23.59%-9.6pp | 122.11%-108.1pp | 318.63%-304.7pp |
| Employer contribution / active EE | $7,414 | $3,314+123.7% | $5,168+43.4% | $2,565+189.0% |
| Participant deferral / active EE | $5,310 | $3,424+55.1% | $5,569-4.6% | $3,952+34.3% |
| Admin fee / account holder | $8,554 | $7,215+18.6% | $16,245-47.3% | $6,261+36.6% |