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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 | $113,127 | $81,358+39.0% | $155,556-27.3% | $80,959+39.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.94% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $9,428 | $3,106+203.5% | $4,675+101.7% | $2,757+242.0% |
| Participant deferral / active EE | $6,658 | $3,455+92.7% | $5,631+18.2% | $4,300+54.8% |
| Admin fee / account holder | $3,241 | $7,994-59.5% | $15,885-79.6% | $6,925-53.2% |