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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 | $94,059 | $77,908+20.7% | $149,696-37.2% | $75,173+25.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.51% | 31.73%-15.2pp | 134.46%-117.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $8,910 | $3,138+183.9% | $4,821+84.8% | $2,671+233.6% |
| Participant deferral / active EE | $6,197 | $3,411+81.7% | $5,682+9.1% | $4,126+50.2% |
| Admin fee / account holder | $824 | $5,950-86.1% | $13,212-93.8% | $5,651-85.4% |