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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 | $100,353 | $95,415+5.2% | $185,851-46.0% | $85,851+16.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.27% | 23.59%-10.3pp | 122.11%-108.8pp | 318.63%-305.4pp |
| Employer contribution / active EE | $9,492 | $3,314+186.4% | $5,168+83.7% | $2,565+270.0% |
| Participant deferral / active EE | $5,632 | $3,424+64.5% | $5,569+1.1% | $3,952+42.5% |
| Admin fee / account holder | $8,878 | $7,215+23.1% | $16,245-45.4% | $6,261+41.8% |