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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 | $90,556 | $98,776-8.3% | $149,745-39.5% | $79,856+13.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.38% | 27.38%-5.0pp | 276.72%-254.3pp | 31.71%-9.3pp |
| Employer contribution / active EE | $5,444 | $3,217+69.2% | $4,646+17.2% | $2,471+120.3% |
| Participant deferral / active EE | $11,217 | $5,681+97.4% | $6,843+63.9% | $3,741+199.9% |
| Admin fee / account holder | $15,348 | $6,053+153.6% | $9,312+64.8% | $5,306+189.2% |