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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 | $79,908 | $65,434+22.1% | $98,483-18.9% | $85,847-6.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.76% | 21.75%-10.0pp | 1494.38%-1482.6pp | 318.61%-306.8pp |
| Employer contribution / active EE | $9,047 | $2,169+317.2% | $2,961+205.6% | $2,565+252.7% |
| Participant deferral / active EE | $3,809 | $3,168+20.2% | $4,276-10.9% | $3,952-3.6% |
| Admin fee / account holder | $5,593 | $4,595+21.7% | $5,953-6.0% | $6,261-10.7% |