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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 | $120,128 | $55,902+114.9% | $76,030+58.0% | $80,959+48.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.39% | 20.59%-8.2pp | 361.54%-349.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $8,323 | $1,867+345.9% | $2,688+209.7% | $2,757+201.9% |
| Participant deferral / active EE | $5,883 | $3,051+92.9% | $4,257+38.2% | $4,300+36.8% |
| Admin fee / account holder | $377 | $5,239-92.8% | $6,421-94.1% | $6,925-94.6% |