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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 | $97,134 | $77,638+25.1% | $156,551-38.0% | $62,881+54.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.05% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $9,394 | $3,444+172.8% | $5,501+70.8% | $2,281+311.8% |
| Participant deferral / active EE | $4,701 | $3,046+54.4% | $4,871-3.5% | $3,203+46.8% |
| Admin fee / account holder | $4,382 | $5,561-21.2% | $13,028-66.4% | $4,296+2.0% |