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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 | $99,118 | $95,406+3.9% | $185,849-46.7% | $85,847+15.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.80% | 23.59%-11.8pp | 122.10%-110.3pp | 318.61%-306.8pp |
| Employer contribution / active EE | $8,247 | $3,314+148.9% | $5,169+59.6% | $2,565+221.5% |
| Participant deferral / active EE | $5,602 | $3,424+63.6% | $5,569+0.6% | $3,952+41.8% |
| Admin fee / account holder | $4,400 | $7,214-39.0% | $16,244-72.9% | $6,261-29.7% |