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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 | $93,790 | $78,690+19.2% | $161,489-41.9% | $87,485+7.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 18.88% | 32.74%-13.9pp | 89.72%-70.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $10,057 | $2,588+288.6% | $4,268+135.6% | $2,596+287.4% |
| Participant deferral / active EE | $8,452 | $3,311+155.3% | $5,630+50.1% | $4,274+97.8% |
| Admin fee / account holder | $1,170 | $6,724-82.6% | $16,006-92.7% | $7,775-85.0% |