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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 | $122,208 | $91,559+33.5% | $133,971-8.8% | $79,852+53.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.93% | 61.85%-44.9pp | 45.09%-28.2pp | 31.72%-14.8pp |
| Employer contribution / active EE | $6,448 | $2,384+170.5% | $3,919+64.5% | $2,471+160.9% |
| Participant deferral / active EE | $4,057 | $3,734+8.6% | $5,047-19.6% | $3,740+8.5% |
| Admin fee / account holder | $4,380 | $6,321-30.7% | $8,929-51.0% | $5,306-17.5% |