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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 | $134,691 | $105,160+28.1% | $94,679+42.3% | $139,456-3.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.33% | 38.04%-24.7pp | 156.75%-143.4pp | 373.45%-360.1pp |
| Employer contribution / active EE | $10,833 | $4,107+163.8% | $3,673+195.0% | $4,753+127.9% |
| Participant deferral / active EE | $5,462 | $7,599-28.1% | $7,417-26.4% | $6,711-18.6% |
| Admin fee / account holder | $1,378 | $8,988-84.7% | $7,233-81.0% | $11,407-87.9% |