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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 | $97,271 | $65,361+48.8% | $92,903+4.7% | $72,983+33.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.28% | 42.11%-23.8pp | 109.43%-91.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $9,757 | $2,594+276.1% | $3,653+167.1% | $2,440+299.9% |
| Participant deferral / active EE | $7,535 | $3,128+140.9% | $4,238+77.8% | $3,608+108.9% |
| Admin fee / account holder | $11,330 | $4,251+166.5% | $5,795+95.5% | $5,124+121.1% |