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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 | $126,888 | $81,331+56.0% | $155,534-18.4% | $80,935+56.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.49% | 33.37%-13.9pp | 64.92%-45.4pp | 35.66%-16.2pp |
| Employer contribution / active EE | $8,217 | $3,105+164.7% | $4,675+75.8% | $2,757+198.1% |
| Participant deferral / active EE | $5,451 | $3,454+57.8% | $5,630-3.2% | $4,299+26.8% |
| Admin fee / account holder | $980 | $7,999-87.7% | $15,900-93.8% | $6,924-85.8% |