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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 | $96,327 | $67,411+42.9% | $91,004+5.8% | $70,131+37.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.77% | -40.16%+55.9pp | 4.60%+11.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,716 | $1,786+108.1% | $2,456+51.3% | $2,342+58.6% |
| Participant deferral / active EE | $6,147 | $2,823+117.8% | $3,548+73.3% | $3,332+84.5% |
| Admin fee / account holder | $9,734 | $4,236+129.8% | $5,417+79.7% | $4,645+109.5% |