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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 | $118,490 | $105,200+12.6% | $159,474-25.7% | $85,847+38.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.15% | 45.08%-26.9pp | 263.68%-245.5pp | 318.61%-300.5pp |
| Employer contribution / active EE | $14,353 | $3,319+332.5% | $4,831+197.1% | $2,565+459.5% |
| Participant deferral / active EE | $10,415 | $5,946+75.2% | $7,353+41.6% | $3,952+163.5% |
| Admin fee / account holder | $962 | $6,934-86.1% | $10,802-91.1% | $6,261-84.6% |