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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 | $130,074 | $65,378+99.0% | $87,103+49.3% | $65,186+99.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.04% | 31.28%-8.2pp | 28.19%-5.2pp | 29.39%-6.3pp |
| Employer contribution / active EE | $7,499 | $1,823+311.4% | $2,521+197.4% | $2,177+244.5% |
| Participant deferral / active EE | $5,982 | $3,389+76.5% | $4,049+47.8% | $3,514+70.2% |
| Admin fee / account holder | $15,397 | $520+2861.9% | $7,491+105.5% | $847+1717.3% |