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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 | $137,339 | $104,694+31.2% | $85,709+60.2% | $167,536-18.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.34% | 21.45%-5.1pp | 21.49%-5.2pp | 478.82%-462.5pp |
| Employer contribution / active EE | $7,945 | $3,337+138.1% | $2,619+203.4% | $4,839+64.2% |
| Participant deferral / active EE | $6,025 | $4,826+24.8% | $3,924+53.6% | $6,342-5.0% |
| Admin fee / account holder | $6,735 | $10,035-32.9% | $6,876-2.1% | $12,315-45.3% |