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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 | $98,494 | $105,960-7.0% | $81,726+20.5% | $158,982-38.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.97% | 38.19%-25.2pp | 29.49%-16.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $12,161 | $7,805+55.8% | $4,311+182.1% | $4,763+155.3% |
| Participant deferral / active EE | $12,711 | $13,011-2.3% | $7,108+78.8% | $5,983+112.4% |
| Admin fee / account holder | $22,809 | $8,494+168.5% | $5,160+342.0% | $11,252+102.7% |