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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 | $117,835 | $98,463+19.7% | $119,237-1.2% | $85,851+37.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 13.21% | 38.53%-25.3pp | 30.70%-17.5pp | 318.63%-305.4pp |
| Employer contribution / active EE | $5,588 | $3,698+51.1% | $4,383+27.5% | $2,565+117.8% |
| Participant deferral / active EE | $9,658 | $4,942+95.4% | $6,112+58.0% | $3,952+144.4% |
| Admin fee / account holder | $13,478 | $7,493+79.9% | $7,229+86.4% | $6,261+115.3% |