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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 | $129,860 | $81,276+59.8% | $155,574-16.5% | $80,925+60.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.15% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $11,293 | $3,103+263.9% | $4,676+141.5% | $2,756+309.7% |
| Participant deferral / active EE | $7,295 | $3,453+111.3% | $5,629+29.6% | $4,299+69.7% |
| Admin fee / account holder | $6,242 | $7,993-21.9% | $15,914-60.8% | $6,940-10.1% |