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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 | $92,395 | $105,210-12.2% | $159,487-42.1% | $85,851+7.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.53% | 45.08%-28.6pp | 263.71%-247.2pp | 318.63%-302.1pp |
| Employer contribution / active EE | $8,408 | $3,319+153.3% | $4,831+74.0% | $2,565+227.7% |
| Participant deferral / active EE | $6,789 | $5,946+14.2% | $7,354-7.7% | $3,952+71.8% |
| Admin fee / account holder | $6,785 | $6,934-2.2% | $10,804-37.2% | $6,261+8.4% |