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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 | $112,973 | $77,920+45.0% | $149,723-24.5% | $75,177+50.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.10% | 31.72%-11.6pp | 134.50%-114.4pp | 160.75%-140.6pp |
| Employer contribution / active EE | $8,209 | $3,138+161.6% | $4,821+70.3% | $2,671+207.3% |
| Participant deferral / active EE | $6,484 | $3,411+90.1% | $5,682+14.1% | $4,126+57.1% |
| Admin fee / account holder | $664 | $5,951-88.8% | $13,215-95.0% | $5,651-88.2% |