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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 | $108,933 | $81,331+33.9% | $155,534-30.0% | $80,935+34.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.33% | 33.37%-18.0pp | 64.92%-49.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $12,839 | $3,105+313.5% | $4,675+174.6% | $2,757+365.7% |
| Participant deferral / active EE | $7,359 | $3,454+113.0% | $5,630+30.7% | $4,299+71.2% |
| Admin fee / account holder | $2,398 | $7,999-70.0% | $15,900-84.9% | $6,924-65.4% |