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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 | $90,194 | $95,383-5.4% | $185,837-51.5% | $85,856+5.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.78% | 23.59%-10.8pp | 122.08%-109.3pp | 318.58%-305.8pp |
| Employer contribution / active EE | $8,636 | $3,313+160.7% | $5,168+67.1% | $2,565+236.7% |
| Participant deferral / active EE | $4,553 | $3,423+33.0% | $5,568-18.2% | $3,952+15.2% |
| Admin fee / account holder | $7,935 | $7,213+10.0% | $16,241-51.1% | $6,261+26.8% |