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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 | $135,702 | $83,485+62.5% | $125,192+8.4% | $72,975+86.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.59% | 25.77%-8.2pp | 43.79%-26.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $7,568 | $2,346+222.6% | $3,866+95.8% | $2,440+210.2% |
| Participant deferral / active EE | $7,945 | $3,586+121.5% | $4,937+60.9% | $3,608+120.2% |
| Admin fee / account holder | $2,533 | $5,518-54.1% | $9,704-73.9% | $5,124-50.6% |