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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 | $117,642 | $98,776+19.1% | $149,745-21.4% | $79,856+47.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.03% | 27.38%-6.3pp | 276.72%-255.7pp | 31.71%-10.7pp |
| Employer contribution / active EE | $14,029 | $3,217+336.1% | $4,646+202.0% | $2,471+467.7% |
| Participant deferral / active EE | $7,358 | $5,681+29.5% | $6,843+7.5% | $3,741+96.7% |
| Admin fee / account holder | $16,097 | $6,053+166.0% | $9,312+72.9% | $5,306+203.4% |