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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 | $122,428 | $81,233+50.7% | $155,567-21.3% | $80,874+51.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.70% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $7,952 | $3,101+156.5% | $4,674+70.1% | $2,756+188.6% |
| Participant deferral / active EE | $5,689 | $3,452+64.8% | $5,628+1.1% | $4,297+32.4% |
| Admin fee / account holder | $3,944 | $7,998-50.7% | $15,916-75.2% | $6,935-43.1% |