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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 | $153,520 | $88,672+73.1% | $105,223+45.9% | $82,448+86.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.64% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $9,113 | $3,048+199.0% | $3,689+147.1% | $2,551+257.2% |
| Participant deferral / active EE | $6,128 | $4,036+51.8% | $5,072+20.8% | $4,139+48.0% |
| Admin fee / account holder | $934 | $7,146-86.9% | $8,859-89.5% | $7,234-87.1% |