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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 | $127,264 | $95,406+33.4% | $185,849-31.5% | $85,847+48.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.83% | 23.59%-11.8pp | 122.10%-110.3pp | 318.61%-306.8pp |
| Employer contribution / active EE | $6,352 | $3,314+91.7% | $5,169+22.9% | $2,565+147.6% |
| Participant deferral / active EE | $4,776 | $3,424+39.5% | $5,569-14.2% | $3,952+20.9% |
| Admin fee / account holder | $407 | $7,214-94.4% | $16,244-97.5% | $6,261-93.5% |