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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 | $126,093 | $95,406+32.2% | $185,849-32.2% | $85,847+46.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.06% | 23.59%-7.5pp | 122.10%-106.0pp | 318.61%-302.5pp |
| Employer contribution / active EE | $7,332 | $3,314+121.3% | $5,169+41.9% | $2,565+185.8% |
| Participant deferral / active EE | $4,573 | $3,424+33.6% | $5,569-17.9% | $3,952+15.7% |
| Admin fee / account holder | $788 | $7,214-89.1% | $16,244-95.2% | $6,261-87.4% |