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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 | $93,430 | $77,908+19.9% | $149,696-37.6% | $75,173+24.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.52% | 31.73%-13.2pp | 134.46%-115.9pp | 160.72%-142.2pp |
| Employer contribution / active EE | $7,957 | $3,138+153.6% | $4,821+65.0% | $2,671+197.9% |
| Participant deferral / active EE | $4,513 | $3,411+32.3% | $5,682-20.6% | $4,126+9.4% |
| Admin fee / account holder | $1,233 | $5,950-79.3% | $13,212-90.7% | $5,651-78.2% |