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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 | $83,376 | $98,766-15.6% | $149,730-44.3% | $79,852+4.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.54% | 27.43%-10.9pp | 276.70%-260.2pp | 31.72%-15.2pp |
| Employer contribution / active EE | $6,806 | $3,217+111.6% | $4,645+46.5% | $2,471+175.4% |
| Participant deferral / active EE | $8,196 | $5,681+44.3% | $6,843+19.8% | $3,740+119.1% |
| Admin fee / account holder | $4,171 | $6,052-31.1% | $9,310-55.2% | $5,306-21.4% |