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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 | $99,225 | $65,367+51.8% | $92,915+6.8% | $72,976+36.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.92% | 42.11%-18.2pp | 109.45%-85.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $9,258 | $2,594+256.9% | $3,653+153.4% | $2,440+279.4% |
| Participant deferral / active EE | $5,410 | $3,128+72.9% | $4,238+27.6% | $3,608+49.9% |
| Admin fee / account holder | $3,713 | $4,251-12.7% | $5,796-35.9% | $5,124-27.5% |