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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 | $113,419 | $93,373+21.5% | $152,473-25.6% | $85,847+32.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 12.93% | 21.84%-8.9pp | 757.59%-744.7pp | 318.61%-305.7pp |
| Employer contribution / active EE | $1,725 | $2,996-42.4% | $4,326-60.1% | $2,565-32.8% |
| Participant deferral / active EE | $3,833 | $4,550-15.8% | $5,817-34.1% | $3,952-3.0% |
| Admin fee / account holder | $12,699 | $13,853-8.3% | $15,811-19.7% | $6,261+102.8% |