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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 | $100,594 | $107,421-6.4% | $182,262-44.8% | $94,015+7.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 59.72% | 21.32%+38.4pp | 140.60%-80.9pp | 17.84%+41.9pp |
| Employer contribution / active EE | $12,517 | $3,448+263.0% | $5,046+148.1% | $2,790+348.6% |
| Participant deferral / active EE | $10,999 | $6,558+67.7% | $8,276+32.9% | $4,249+158.8% |
| Admin fee / account holder | $4,887 | $8,692-43.8% | $16,712-70.8% | $8,951-45.4% |