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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 | $114,142 | $90,486+26.1% | $78,676+45.1% | $273,972-58.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.06% | 75.62%-59.6pp | 62.19%-46.1pp | 41.46%-25.4pp |
| Employer contribution / active EE | $7,724 | $3,175+143.3% | $2,850+171.0% | $4,869+58.6% |
| Participant deferral / active EE | $4,157 | $3,901+6.5% | $3,517+18.2% | $5,287-21.4% |
| Admin fee / account holder | $524 | $5,263-90.0% | $4,510-88.4% | $10,133-94.8% |