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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 | $82,768 | $98,776-16.2% | $149,745-44.7% | $79,856+3.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.11% | 27.38%-13.3pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $10,485 | $3,217+225.9% | $4,646+125.7% | $2,471+324.3% |
| Participant deferral / active EE | $12,826 | $5,681+125.8% | $6,843+87.4% | $3,741+242.9% |
| Admin fee / account holder | $1,550 | $6,053-74.4% | $9,312-83.4% | $5,306-70.8% |