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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 | $85,023 | $185,883-54.3% | $170,043-50.0% | $139,466-39.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.02% | 60.54%-44.5pp | 53.40%-37.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $14,493 | $7,596+90.8% | $6,790+113.5% | $4,754+204.9% |
| Participant deferral / active EE | $12,181 | $11,626+4.8% | $10,410+17.0% | $6,712+81.5% |
| Admin fee / account holder | $3,876 | $15,393-74.8% | $12,824-69.8% | $11,409-66.0% |