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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 | $96,570 | $77,638+24.4% | $156,551-38.3% | $62,881+53.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.31% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $8,498 | $3,444+146.8% | $5,501+54.5% | $2,281+272.6% |
| Participant deferral / active EE | $8,045 | $3,046+164.2% | $4,871+65.2% | $3,203+151.2% |
| Admin fee / account holder | $1,144 | $5,561-79.4% | $13,028-91.2% | $4,296-73.4% |