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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 | $106,067 | $77,638+36.6% | $156,551-32.2% | $62,881+68.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.26% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $7,122 | $3,444+106.8% | $5,501+29.5% | $2,281+212.2% |
| Participant deferral / active EE | $7,918 | $3,046+160.0% | $4,871+62.6% | $3,203+147.2% |
| Admin fee / account holder | $979 | $5,561-82.4% | $13,028-92.5% | $4,296-77.2% |