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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 | $130,116 | $91,037+42.9% | $71,671+81.5% | $147,586-11.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.10% | 20.48%-9.4pp | 20.65%-9.5pp | 578.59%-567.5pp |
| Employer contribution / active EE | $10,745 | $3,327+222.9% | $2,460+336.8% | $4,876+120.3% |
| Participant deferral / active EE | $10,288 | $4,498+128.7% | $3,438+199.2% | $5,439+89.2% |
| Admin fee / account holder | $785 | $8,613-90.9% | $5,558-85.9% | $10,886-92.8% |