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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 | $111,599 | $77,419+44.1% | $69,461+60.7% | $152,885-27.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.61% | 39.07%-22.5pp | 28.97%-12.4pp | 345.39%-328.8pp |
| Employer contribution / active EE | $8,712 | $3,315+162.8% | $2,779+213.4% | $4,763+82.9% |
| Participant deferral / active EE | $7,554 | $4,414+71.2% | $3,536+113.6% | $5,851+29.1% |
| Admin fee / account holder | $10,501 | $6,207+69.2% | $3,840+173.5% | $11,598-9.5% |