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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 | $128,069 | $77,920+64.4% | $149,723-14.5% | $75,177+70.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.16% | 31.72%-10.6pp | 134.50%-113.3pp | 160.75%-139.6pp |
| Employer contribution / active EE | $9,677 | $3,138+208.4% | $4,821+100.7% | $2,671+262.3% |
| Participant deferral / active EE | $8,786 | $3,411+157.6% | $5,682+54.6% | $4,126+112.9% |
| Admin fee / account holder | $668 | $5,951-88.8% | $13,215-94.9% | $5,651-88.2% |