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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 | $127,160 | $65,364+94.5% | $92,909+36.9% | $72,975+74.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.81% | 42.11%-20.3pp | 109.44%-87.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $6,314 | $2,594+143.4% | $3,653+72.8% | $2,440+158.8% |
| Participant deferral / active EE | $9,924 | $3,128+217.2% | $4,238+134.2% | $3,608+175.1% |
| Admin fee / account holder | $1,723 | $4,251-59.5% | $5,795-70.3% | $5,124-66.4% |