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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 | $105,411 | $77,908+35.3% | $149,696-29.6% | $75,173+40.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.77% | 31.73%-15.0pp | 134.46%-117.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $9,569 | $3,138+205.0% | $4,821+98.5% | $2,671+258.2% |
| Participant deferral / active EE | $8,890 | $3,411+160.6% | $5,682+56.5% | $4,126+115.5% |
| Admin fee / account holder | $1,547 | $5,950-74.0% | $13,212-88.3% | $5,651-72.6% |