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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 | $127,259 | $77,416+64.4% | $69,464+83.2% | $152,897-16.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.80% | 39.08%-13.3pp | 28.98%-3.2pp | 345.43%-319.6pp |
| Employer contribution / active EE | $6,908 | $3,315+108.4% | $2,779+148.6% | $4,764+45.0% |
| Participant deferral / active EE | $8,907 | $4,413+101.8% | $3,536+151.9% | $5,851+52.2% |
| Admin fee / account holder | $3,711 | $6,208-40.2% | $3,840-3.4% | $11,599-68.0% |