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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 | $129,778 | $84,236+54.1% | $170,435-23.9% | $70,126+85.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.29% | 23.06%-9.8pp | 205.94%-192.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $7,320 | $3,387+116.1% | $5,432+34.8% | $2,343+212.5% |
| Participant deferral / active EE | $4,393 | $3,086+42.4% | $4,939-11.1% | $3,332+31.9% |
| Admin fee / account holder | $904 | $5,698-84.1% | $13,881-93.5% | $4,645-80.5% |