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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 | $128,625 | $77,574+65.8% | $108,753+18.3% | $86,983+47.9% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 15.02% | 18.42%-3.4pp | 37.47%-22.5pp | 25.83%-10.8pp |
| Employer contribution / active EE | $7,500 | $1,611+365.7% | $2,427+209.1% | $2,584+190.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $704 | $6,529-89.2% | $10,320-93.2% | $7,856-91.0% |