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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 | $82,211 | $93,589-12.2% | $135,942-39.5% | $75,181+9.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 36.04% | 30.90%+5.1pp | 68.28%-32.2pp | 160.69%-124.6pp |
| Employer contribution / active EE | $6,617 | $3,537+87.1% | $4,858+36.2% | $2,671+147.8% |
| Participant deferral / active EE | $10,235 | $6,405+59.8% | $7,759+31.9% | $4,126+148.1% |
| Admin fee / account holder | $4,035 | $6,977-42.2% | $10,764-62.5% | $5,650-28.6% |