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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 | $93,224 | $81,643+14.2% | $70,462+32.3% | $158,950-41.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.60% | 208.51%-192.9pp | 109.08%-93.5pp | 302.91%-287.3pp |
| Employer contribution / active EE | $10,708 | $3,218+232.8% | $2,737+291.2% | $4,762+124.9% |
| Participant deferral / active EE | $7,230 | $4,555+58.7% | $3,710+94.9% | $5,983+20.8% |
| Admin fee / account holder | $918 | $6,194-85.2% | $3,845-76.1% | $11,248-91.8% |