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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 | $137,903 | $81,504+69.2% | $102,437+34.6% | $80,959+70.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.92% | 25.60%-12.7pp | 24.95%-12.0pp | 35.67%-22.7pp |
| Employer contribution / active EE | $10,094 | $3,104+225.2% | $3,871+160.8% | $2,757+266.1% |
| Participant deferral / active EE | $7,496 | $3,871+93.6% | $5,060+48.1% | $4,300+74.3% |
| Admin fee / account holder | $637 | $6,719-90.5% | $8,388-92.4% | $6,925-90.8% |