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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 | $134,834 | $105,198+28.2% | $159,455-15.4% | $85,856+57.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.26% | 45.08%-26.8pp | 263.63%-245.4pp | 318.58%-300.3pp |
| Employer contribution / active EE | $11,833 | $3,319+256.5% | $4,830+145.0% | $2,565+361.3% |
| Participant deferral / active EE | $8,761 | $5,946+47.3% | $7,353+19.1% | $3,952+121.7% |
| Admin fee / account holder | $2,455 | $6,934-64.6% | $10,800-77.3% | $6,261-60.8% |