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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 | $112,877 | $165,912-32.0% | $122,342-7.7% | $147,585-23.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.41% | 34.55%-23.1pp | 30.28%-18.9pp | 578.56%-567.2pp |
| Employer contribution / active EE | $9,023 | $5,754+56.8% | $4,051+122.7% | $4,876+85.0% |
| Participant deferral / active EE | $5,403 | $4,005+34.9% | $3,287+64.4% | $5,439-0.7% |
| Admin fee / account holder | $1,108 | $7,424-85.1% | $5,478-79.8% | $10,885-89.8% |