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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 | $87,638 | $93,598-6.4% | $135,974-35.5% | $75,173+16.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.99% | 30.89%-13.9pp | 68.30%-51.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $11,707 | $3,538+230.9% | $4,859+140.9% | $2,671+338.3% |
| Participant deferral / active EE | $9,395 | $6,405+46.7% | $7,760+21.1% | $4,126+127.7% |
| Admin fee / account holder | $1,432 | $6,978-79.5% | $10,767-86.7% | $5,651-74.7% |