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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 | $87,070 | $95,383-8.7% | $185,837-53.1% | $85,856+1.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 24.34% | 23.59%+0.8pp | 122.08%-97.7pp | 318.58%-294.2pp |
| Employer contribution / active EE | $18,410 | $3,313+455.7% | $5,168+256.2% | $2,565+617.7% |
| Participant deferral / active EE | $14,831 | $3,423+333.2% | $5,568+166.3% | $3,952+275.3% |
| Admin fee / account holder | $4,212 | $7,213-41.6% | $16,241-74.1% | $6,261-32.7% |