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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 | $129,754 | $90,486+43.4% | $78,676+64.9% | $273,972-52.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.32% | 75.62%-63.3pp | 62.19%-49.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $6,795 | $3,175+114.0% | $2,850+138.4% | $4,869+39.6% |
| Participant deferral / active EE | $5,952 | $3,901+52.6% | $3,517+69.2% | $5,287+12.6% |
| Admin fee / account holder | $7,793 | $5,263+48.1% | $4,510+72.8% | $10,133-23.1% |