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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 | $88,964 | $98,766-9.9% | $149,730-40.6% | $79,852+11.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.50% | 27.43%-10.9pp | 276.70%-260.2pp | 31.72%-15.2pp |
| Employer contribution / active EE | $6,916 | $3,217+115.0% | $4,645+48.9% | $2,471+179.9% |
| Participant deferral / active EE | $6,244 | $5,681+9.9% | $6,843-8.8% | $3,740+66.9% |
| Admin fee / account holder | $8,041 | $6,052+32.9% | $9,310-13.6% | $5,306+51.5% |