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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 | $103,330 | $65,395+58.0% | $182,540-43.4% | $72,975+41.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 33.34% | 27.68%+5.7pp | 148.58%-115.2pp | 81.01%-47.7pp |
| Employer contribution / active EE | $13,180 | $1,911+589.6% | $4,076+223.4% | $2,440+440.1% |
| Participant deferral / active EE | $14,847 | $3,563+316.7% | $5,525+168.7% | $3,608+311.5% |
| Admin fee / account holder | $1,728 | $4,245-59.3% | $8,593-79.9% | $5,124-66.3% |