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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 | $134,637 | $105,200+28.0% | $159,474-15.6% | $85,847+56.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.60% | 45.08%-30.5pp | 263.68%-249.1pp | 318.61%-304.0pp |
| Employer contribution / active EE | $7,135 | $3,319+115.0% | $4,831+47.7% | $2,565+178.1% |
| Participant deferral / active EE | $5,170 | $5,946-13.0% | $7,353-29.7% | $3,952+30.8% |
| Admin fee / account holder | $6,651 | $6,934-4.1% | $10,802-38.4% | $6,261+6.2% |