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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 | $93,628 | $102,382-8.6% | $147,005-36.3% | $80,874+15.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.59% | 134.89%-122.3pp | 418.76%-406.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $11,739 | $3,715+216.0% | $4,934+137.9% | $2,756+326.0% |
| Participant deferral / active EE | $8,967 | $6,646+34.9% | $8,070+11.1% | $4,297+108.7% |
| Admin fee / account holder | $12,889 | $7,942+62.3% | $13,006-0.9% | $6,935+85.8% |