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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 | $130,158 | $79,557+63.6% | $118,746+9.6% | $70,124+85.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 21.67% | 25.64%-4.0pp | 24.54%-2.9pp | 73.14%-51.5pp |
| Employer contribution / active EE | $7,781 | $2,861+171.9% | $4,193+85.6% | $2,342+232.2% |
| Participant deferral / active EE | $7,518 | $4,089+83.9% | $5,332+41.0% | $3,332+125.6% |
| Admin fee / account holder | $1,056 | $5,374-80.3% | $10,720-90.1% | $4,645-77.3% |