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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 | $126,947 | $77,638+63.5% | $156,551-18.9% | $62,881+101.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.15% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $7,223 | $3,444+109.7% | $5,501+31.3% | $2,281+216.7% |
| Participant deferral / active EE | $4,982 | $3,046+63.6% | $4,871+2.3% | $3,203+55.5% |
| Admin fee / account holder | $3,339 | $5,561-40.0% | $13,028-74.4% | $4,296-22.3% |