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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 | $121,309 | $60,442+100.7% | $96,754+25.4% | $87,485+38.7% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 16.44% | 21.97%-5.5pp | 82.04%-65.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $6,726 | $1,691+297.8% | $2,679+151.0% | $2,596+159.1% |
| Participant deferral / active EE | $12,680 | $3,280+286.6% | $4,758+166.5% | $4,274+196.7% |
| Admin fee / account holder | $3,616 | $5,069-28.7% | $8,905-59.4% | $7,775-53.5% |