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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 | $122,776 | $77,908+57.6% | $149,696-18.0% | $75,173+63.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.20% | 31.73%-7.5pp | 134.46%-110.3pp | 160.72%-136.5pp |
| Employer contribution / active EE | $14,932 | $3,138+375.9% | $4,821+209.7% | $2,671+459.1% |
| Participant deferral / active EE | $10,134 | $3,411+197.1% | $5,682+78.4% | $4,126+145.6% |
| Admin fee / account holder | $12,384 | $5,950+108.1% | $13,212-6.3% | $5,651+119.2% |