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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 | $86,364 | $77,920+10.8% | $149,723-42.3% | $75,177+14.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 43.38% | 31.72%+11.7pp | 134.50%-91.1pp | 160.75%-117.4pp |
| Employer contribution / active EE | $13,179 | $3,138+319.9% | $4,821+173.3% | $2,671+393.4% |
| Participant deferral / active EE | $21,714 | $3,411+536.5% | $5,682+282.1% | $4,126+426.2% |
| Admin fee / account holder | $670 | $5,951-88.7% | $13,215-94.9% | $5,651-88.1% |