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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 | $92,587 | $77,449+19.5% | $69,483+33.3% | $152,909-39.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.29% | 39.09%-22.8pp | 28.99%-12.7pp | 345.46%-329.2pp |
| Employer contribution / active EE | $9,026 | $3,316+172.2% | $2,780+224.7% | $4,764+89.5% |
| Participant deferral / active EE | $1,363 | $4,415-69.1% | $3,537-61.5% | $5,851-76.7% |
| Admin fee / account holder | $8,126 | $6,210+30.9% | $3,841+111.6% | $11,601-29.9% |