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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 | $88,983 | $105,200-15.4% | $159,474-44.2% | $85,847+3.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.68% | 45.08%-24.4pp | 263.68%-243.0pp | 318.61%-297.9pp |
| Employer contribution / active EE | $9,470 | $3,319+185.3% | $4,831+96.0% | $2,565+269.1% |
| Participant deferral / active EE | $10,752 | $5,946+80.8% | $7,353+46.2% | $3,952+172.0% |
| Admin fee / account holder | $2,051 | $6,934-70.4% | $10,802-81.0% | $6,261-67.2% |