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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 | $104,092 | $56,116+85.5% | $135,768-23.3% | $86,983+19.7% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 13.95% | 125.33%-111.4pp | 526.10%-512.1pp | 25.83%-11.9pp |
| Employer contribution / active EE | $3,781 | $1,528+147.5% | $3,394+11.4% | $2,584+46.3% |
| Participant deferral / active EE | $7,643 | $2,690+184.1% | $3,977+92.2% | $4,194+82.2% |
| Admin fee / account holder | $10,271 | $4,314+138.1% | $7,048+45.7% | $7,856+30.7% |