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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 | $108,352 | $81,233+33.4% | $155,567-30.4% | $80,874+34.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.12% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $5,491 | $3,101+77.1% | $4,674+17.5% | $2,756+99.3% |
| Participant deferral / active EE | $8,416 | $3,452+143.8% | $5,628+49.5% | $4,297+95.9% |
| Admin fee / account holder | $5,363 | $7,998-32.9% | $15,916-66.3% | $6,935-22.7% |