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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 | $77,449+11.2% | $69,483+23.9% | $152,909-43.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 12.77% | 39.09%-26.3pp | 28.99%-16.2pp | 345.46%-332.7pp |
| Employer contribution / active EE | $4,967 | $3,316+49.8% | $2,780+78.7% | $4,764+4.3% |
| Participant deferral / active EE | $12,500 | $4,415+183.1% | $3,537+253.5% | $5,851+113.6% |
| Admin fee / account holder | $35,886 | $6,210+477.9% | $3,841+834.3% | $11,601+209.3% |