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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 | $126,858 | $95,383+33.0% | $185,837-31.7% | $85,856+47.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.11% | 23.59%-8.5pp | 122.08%-107.0pp | 318.58%-303.5pp |
| Employer contribution / active EE | $19,195 | $3,313+479.4% | $5,168+271.4% | $2,565+648.3% |
| Participant deferral / active EE | $9,641 | $3,423+181.6% | $5,568+73.1% | $3,952+144.0% |
| Admin fee / account holder | $9,198 | $7,213+27.5% | $16,241-43.4% | $6,261+46.9% |