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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 | $116,370 | $99,957+16.4% | $149,745-22.3% | $73,497+58.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 21.83% | 53.87%-32.0pp | 276.72%-254.9pp | 28.51%-6.7pp |
| Employer contribution / active EE | $10,483 | $3,191+228.5% | $4,646+125.6% | $2,270+361.8% |
| Participant deferral / active EE | $6,416 | $6,073+5.7% | $6,843-6.2% | $3,740+71.6% |
| Admin fee / account holder | $1,260 | $551+128.7% | $9,312-86.5% | $513+145.5% |