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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 | $115,656 | $46,534+148.5% | $64,097+80.4% | $75,177+53.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.62% | 26.07%-9.4pp | 33.75%-17.1pp | 160.75%-144.1pp |
| Employer contribution / active EE | $9,460 | $1,976+378.8% | $2,750+244.0% | $2,671+254.2% |
| Participant deferral / active EE | $6,735 | $2,835+137.6% | $3,881+73.5% | $4,126+63.2% |
| Admin fee / account holder | $474 | $2,957-84.0% | $3,070-84.6% | $5,651-91.6% |