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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 | $164,821 | $95,415+72.7% | $185,851-11.3% | $85,851+92.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.63% | 23.59%-9.0pp | 122.11%-107.5pp | 318.63%-304.0pp |
| Employer contribution / active EE | $8,830 | $3,314+166.5% | $5,168+70.8% | $2,565+244.2% |
| Participant deferral / active EE | $5,049 | $3,424+47.5% | $5,569-9.3% | $3,952+27.8% |
| Admin fee / account holder | $5,635 | $7,215-21.9% | $16,245-65.3% | $6,261-10.0% |