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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 | $130,280 | $91,198+42.9% | $178,503-27.0% | $79,856+63.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.93% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $10,270 | $3,257+215.4% | $5,011+104.9% | $2,471+315.6% |
| Participant deferral / active EE | $6,417 | $3,237+98.3% | $5,202+23.3% | $3,741+71.5% |
| Admin fee / account holder | $5,147 | $6,748-23.7% | $13,987-63.2% | $5,306-3.0% |