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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 | $99,621 | $77,638+28.3% | $156,551-36.4% | $62,881+58.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.99% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $6,081 | $3,444+76.6% | $5,501+10.5% | $2,281+166.6% |
| Participant deferral / active EE | $4,757 | $3,046+56.2% | $4,871-2.3% | $3,203+48.5% |
| Admin fee / account holder | $6,172 | $5,561+11.0% | $13,028-52.6% | $4,296+43.7% |