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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 | $99,337 | $62,672+58.5% | $185,117-46.3% | $70,126+41.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.33% | 40.79%-25.5pp | 40.50%-25.2pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,285 | $1,753+87.4% | $4,182-21.4% | $2,343+40.2% |
| Participant deferral / active EE | $8,774 | $3,272+168.2% | $5,045+73.9% | $3,332+163.3% |
| Admin fee / account holder | $4,053 | $3,932+3.1% | $8,159-50.3% | $4,645-12.8% |