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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 | $131,353 | $81,233+61.7% | $155,567-15.6% | $80,874+62.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.45% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $8,719 | $3,101+181.2% | $4,674+86.5% | $2,756+216.4% |
| Participant deferral / active EE | $5,983 | $3,452+73.3% | $5,628+6.3% | $4,297+39.2% |
| Admin fee / account holder | $6,291 | $7,998-21.3% | $15,916-60.5% | $6,935-9.3% |