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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 | $120,309 | $93,346+28.9% | $71,796+67.6% | $273,972-56.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.99% | 130.39%-119.4pp | 78.04%-67.0pp | 41.46%-30.5pp |
| Employer contribution / active EE | $12,915 | $2,733+372.5% | $1,924+571.1% | $4,869+165.3% |
| Participant deferral / active EE | $6,792 | $3,475+95.4% | $2,794+143.0% | $5,287+28.5% |
| Admin fee / account holder | $2,953 | $6,571-55.1% | $4,815-38.7% | $10,133-70.9% |