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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 | $123,797 | $78,423+57.9% | $95,964+29.0% | $79,856+55.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.91% | 19.37%-8.5pp | 91.64%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $7,952 | $1,945+308.7% | $2,541+212.9% | $2,471+221.8% |
| Participant deferral / active EE | $3,979 | $3,440+15.7% | $4,167-4.5% | $3,741+6.4% |
| Admin fee / account holder | $2,421 | $5,622-56.9% | $6,797-64.4% | $5,306-54.4% |