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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 | $79,830 | $93,617-14.7% | $135,982-41.3% | $75,177+6.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 31.06% | 30.89%+0.2pp | 68.32%-37.3pp | 160.75%-129.7pp |
| Employer contribution / active EE | $9,565 | $3,538+170.3% | $4,859+96.8% | $2,671+258.1% |
| Participant deferral / active EE | $9,181 | $6,406+43.3% | $7,760+18.3% | $4,126+122.5% |
| Admin fee / account holder | $33,776 | $6,980+383.9% | $10,767+213.7% | $5,651+497.7% |