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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 | $129,470 | $77,908+66.2% | $149,696-13.5% | $75,173+72.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.00% | 31.73%-15.7pp | 134.46%-118.5pp | 160.72%-144.7pp |
| Employer contribution / active EE | $7,156 | $3,138+128.0% | $4,821+48.4% | $2,671+167.9% |
| Participant deferral / active EE | $8,835 | $3,411+159.0% | $5,682+55.5% | $4,126+114.1% |
| Admin fee / account holder | $2,219 | $5,950-62.7% | $13,212-83.2% | $5,651-60.7% |