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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 | $131,054 | $95,406+37.4% | $185,849-29.5% | $85,847+52.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.03% | 23.59%-8.6pp | 122.10%-107.1pp | 318.61%-303.6pp |
| Employer contribution / active EE | $8,746 | $3,314+163.9% | $5,169+69.2% | $2,565+240.9% |
| Participant deferral / active EE | $5,873 | $3,424+71.6% | $5,569+5.5% | $3,952+48.6% |
| Admin fee / account holder | $41,855 | $7,214+480.2% | $16,244+157.7% | $6,261+568.5% |