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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 | $104,608 | $98,766+5.9% | $149,730-30.1% | $79,852+31.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.52% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $7,121 | $3,217+121.4% | $4,645+53.3% | $2,471+188.2% |
| Participant deferral / active EE | $6,447 | $5,681+13.5% | $6,843-5.8% | $3,740+72.4% |
| Admin fee / account holder | $25,643 | $6,052+323.7% | $9,310+175.4% | $5,306+383.3% |