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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 | $91,934 | $49,255+86.6% | $70,494+30.4% | $79,856+15.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.72% | 30.10%-22.4pp | 109.16%-101.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $7,078 | $2,100+237.0% | $2,738+158.5% | $2,471+186.4% |
| Participant deferral / active EE | $7,417 | $2,768+167.9% | $3,711+99.9% | $3,741+98.3% |
| Admin fee / account holder | $4,570 | $2,879+58.7% | $3,848+18.8% | $5,306-13.9% |