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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 | $93,510 | $54,763+70.8% | $90,324+3.5% | $72,976+28.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.93% | 30.63%-8.7pp | 78.15%-56.2pp | 81.02%-59.1pp |
| Employer contribution / active EE | $6,392 | $2,093+205.3% | $2,856+123.8% | $2,440+161.9% |
| Participant deferral / active EE | $7,005 | $2,887+142.6% | $3,885+80.3% | $3,608+94.2% |
| Admin fee / account holder | $12,182 | $3,973+206.6% | $5,356+127.5% | $5,124+137.7% |