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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 | $128,559 | $45,343+183.5% | $150,298-14.5% | $67,986+89.1% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 19.76% | 33.28%-13.5pp | 62.79%-43.0pp | 31.67%-11.9pp |
| Employer contribution / active EE | $7,463 | $1,462+410.5% | $4,154+79.7% | $2,019+269.7% |
| Participant deferral / active EE | $6,724 | $2,055+227.2% | $5,453+23.3% | $3,358+100.2% |
| Admin fee / account holder | $2,192 | $2,250-2.6% | $14,116-84.5% | $3,203-31.6% |