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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 | $123,492 | $100,901+22.4% | $75,501+63.6% | $147,586-16.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 14.26% | 35.78%-21.5pp | 27.35%-13.1pp | 578.59%-564.3pp |
| Employer contribution / active EE | $12,871 | $3,253+295.6% | $2,352+447.3% | $4,876+164.0% |
| Participant deferral / active EE | $7,241 | $4,027+79.8% | $3,142+130.4% | $5,439+33.1% |
| Admin fee / account holder | $971 | $11,285-91.4% | $5,801-83.3% | $10,886-91.1% |