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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 | $119,200 | $60,349+97.5% | $74,184+60.7% | $62,881+89.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.99% | 21.38%-11.4pp | 17.74%-7.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $9,924 | $1,680+490.6% | $2,370+318.7% | $2,281+335.1% |
| Participant deferral / active EE | $7,329 | $2,856+156.6% | $3,550+106.5% | $3,203+128.8% |
| Admin fee / account holder | $26,158 | $4,261+513.9% | $5,586+368.3% | $4,296+508.9% |