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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 | $91,829 | $77,638+18.3% | $156,551-41.3% | $62,881+46.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.35% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $7,499 | $3,444+117.8% | $5,501+36.3% | $2,281+228.8% |
| Participant deferral / active EE | $8,252 | $3,046+170.9% | $4,871+69.4% | $3,203+157.6% |
| Admin fee / account holder | $1,394 | $5,561-74.9% | $13,028-89.3% | $4,296-67.6% |