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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 | $126,787 | $91,037+39.3% | $71,671+76.9% | $147,585-14.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.03% | 20.48%-7.4pp | 20.65%-7.6pp | 578.57%-565.5pp |
| Employer contribution / active EE | $11,133 | $3,327+234.6% | $2,460+352.6% | $4,876+128.3% |
| Participant deferral / active EE | $6,109 | $4,498+35.8% | $3,438+77.7% | $5,439+12.3% |
| Admin fee / account holder | $6,286 | $8,613-27.0% | $5,558+13.1% | $10,885-42.3% |