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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 | $131,017 | $84,236+55.5% | $170,439-23.1% | $70,124+86.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.43% | 23.06%-8.6pp | 205.94%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $9,731 | $3,387+187.3% | $5,433+79.1% | $2,342+315.4% |
| Participant deferral / active EE | $5,231 | $3,086+69.5% | $4,939+5.9% | $3,332+57.0% |
| Admin fee / account holder | $3,767 | $5,698-33.9% | $13,881-72.9% | $4,645-18.9% |