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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 | $132,719 | $98,766+34.4% | $149,730-11.4% | $79,852+66.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.19% | 27.43%-5.2pp | 276.70%-254.5pp | 31.72%-9.5pp |
| Employer contribution / active EE | $7,167 | $3,217+122.8% | $4,645+54.3% | $2,471+190.0% |
| Participant deferral / active EE | $9,666 | $5,681+70.1% | $6,843+41.3% | $3,740+158.4% |
| Admin fee / account holder | $4,429 | $6,052-26.8% | $9,310-52.4% | $5,306-16.5% |