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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 | $80,867 | $98,776-18.1% | $149,745-46.0% | $79,856+1.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.48% | 27.38%-9.9pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $7,822 | $3,217+143.1% | $4,646+68.4% | $2,471+216.5% |
| Participant deferral / active EE | $9,214 | $5,681+62.2% | $6,843+34.6% | $3,741+146.3% |
| Admin fee / account holder | $1,102 | $6,053-81.8% | $9,312-88.2% | $5,306-79.2% |