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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 | $119,754 | $99,994+19.8% | $146,643-18.3% | $85,847+39.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.74% | 18.93%-5.2pp | 22.75%-9.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $6,027 | $2,559+135.5% | $4,137+45.7% | $2,565+134.9% |
| Participant deferral / active EE | $7,773 | $4,006+94.0% | $5,506+41.2% | $3,952+96.7% |
| Admin fee / account holder | $1,002 | $7,703-87.0% | $10,280-90.3% | $6,261-84.0% |