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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 | $101,234 | $71,215+42.2% | $93,696+8.0% | $80,935+25.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 16.82% | 11.27%+5.5pp | 133.74%-116.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $6,036 | $1,565+285.7% | $2,422+149.2% | $2,757+119.0% |
| Participant deferral / active EE | $4,690 | $4,037+16.2% | $4,417+6.2% | $4,299+9.1% |
| Admin fee / account holder | $964 | $6,958-86.1% | $8,287-88.4% | $6,924-86.1% |