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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 | $103,329 | $72,269+43.0% | $101,271+2.0% | $79,852+29.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.96% | 22.29%-11.3pp | 46.48%-35.5pp | 31.72%-20.8pp |
| Employer contribution / active EE | $9,392 | $2,692+248.9% | $3,660+156.6% | $2,471+280.1% |
| Participant deferral / active EE | $1,803 | $3,282-45.0% | $4,371-58.7% | $3,740-51.8% |
| Admin fee / account holder | $24,187 | $4,401+449.6% | $5,948+306.7% | $5,306+355.8% |