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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 | $71,421 | $75,183-5.0% | $123,894-42.4% | $55,167+29.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 11.43% | 19.01%-7.6pp | 47.52%-36.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $13,336 | $2,823+372.3% | $4,617+188.9% | $1,963+579.5% |
| Participant deferral / active EE | $9,386 | $5,084+84.6% | $5,984+56.8% | $3,054+207.3% |
| Admin fee / account holder | $5,193 | $663+683.9% | $8,357-37.9% | $504+930.6% |