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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 | $86,474 | $105,200-17.8% | $159,474-45.8% | $85,847+0.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.49% | 45.08%-30.6pp | 263.68%-249.2pp | 318.61%-304.1pp |
| Employer contribution / active EE | $7,602 | $3,319+129.1% | $4,831+57.4% | $2,565+196.3% |
| Participant deferral / active EE | $9,683 | $5,946+62.9% | $7,353+31.7% | $3,952+145.0% |
| Admin fee / account holder | $4,232 | $6,934-39.0% | $10,802-60.8% | $6,261-32.4% |