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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 | $125,734 | $76,551+64.2% | $123,894+1.5% | $62,881+100.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.74% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $6,078 | $2,882+110.9% | $4,617+31.7% | $2,281+166.5% |
| Participant deferral / active EE | $7,591 | $4,840+56.8% | $5,984+26.8% | $3,203+137.0% |
| Admin fee / account holder | $1,256 | $4,826-74.0% | $8,357-85.0% | $4,296-70.8% |