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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 | $76,291 | $49,236+55.0% | $70,455+8.3% | $79,860-4.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.36% | 30.07%-14.7pp | 109.06%-93.7pp | 31.72%-16.4pp |
| Employer contribution / active EE | $7,116 | $2,100+238.9% | $2,737+160.0% | $2,471+188.0% |
| Participant deferral / active EE | $9,311 | $2,769+236.3% | $3,709+151.0% | $3,740+148.9% |
| Admin fee / account holder | $4,196 | $2,877+45.8% | $3,845+9.1% | $5,306-20.9% |