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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 | $86,117 | $77,419+11.2% | $69,461+24.0% | $152,870-43.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 12.77% | 39.07%-26.3pp | 28.97%-16.2pp | 345.34%-332.6pp |
| Employer contribution / active EE | $4,967 | $3,315+49.8% | $2,779+78.7% | $4,763+4.3% |
| Participant deferral / active EE | $12,500 | $4,414+183.2% | $3,536+253.5% | $5,850+113.7% |
| Admin fee / account holder | $35,886 | $6,207+478.2% | $3,840+834.6% | $11,597+209.5% |