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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 | $81,262+39.2% | $155,602-27.3% | $80,911+39.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.94% | 33.34%-20.4pp | 64.81%-51.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $9,428 | $3,102+204.0% | $4,675+101.7% | $2,756+242.1% |
| Participant deferral / active EE | $6,658 | $3,451+92.9% | $5,629+18.3% | $4,297+54.9% |
| Admin fee / account holder | $3,241 | $7,992-59.4% | $15,923-79.6% | $6,935-53.3% |