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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 | $112,970 | $95,406+18.4% | $185,849-39.2% | $85,847+31.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.16% | 23.59%-4.4pp | 122.10%-102.9pp | 318.61%-299.4pp |
| Employer contribution / active EE | $12,003 | $3,314+262.2% | $5,169+132.2% | $2,565+367.9% |
| Participant deferral / active EE | $6,789 | $3,424+98.3% | $5,569+21.9% | $3,952+71.8% |
| Admin fee / account holder | $1,460 | $7,214-79.8% | $16,244-91.0% | $6,261-76.7% |