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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 | $171,701 | $87,059+97.2% | $105,608+62.6% | $80,925+112.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.70% | 17.05%-3.3pp | 116.50%-102.8pp | 35.65%-21.9pp |
| Employer contribution / active EE | $9,313 | $2,396+288.6% | $3,167+194.1% | $2,756+237.9% |
| Participant deferral / active EE | $6,900 | $3,986+73.1% | $5,010+37.7% | $4,299+60.5% |
| Admin fee / account holder | $1,659 | $8,443-80.3% | $11,028-85.0% | $6,940-76.1% |