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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 | $138,787 | $95,406+45.5% | $185,849-25.3% | $85,847+61.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.60% | 23.59%-10.0pp | 122.10%-108.5pp | 318.61%-305.0pp |
| Employer contribution / active EE | $9,604 | $3,314+189.8% | $5,169+85.8% | $2,565+274.4% |
| Participant deferral / active EE | $6,030 | $3,424+76.1% | $5,569+8.3% | $3,952+52.6% |
| Admin fee / account holder | $931 | $7,214-87.1% | $16,244-94.3% | $6,261-85.1% |