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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 | $41,016+213.4% | $152,093-15.5% | $64,097+100.6% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 19.76% | 39.60%-19.8pp | 66.36%-46.6pp | 34.64%-14.9pp |
| Employer contribution / active EE | $7,463 | $1,342+456.0% | $4,175+78.8% | $1,891+294.6% |
| Participant deferral / active EE | $6,724 | $1,927+248.8% | $5,451+23.3% | $3,080+118.3% |
| Admin fee / account holder | $2,192 | $2,305-4.9% | $14,497-84.9% | $3,454-36.6% |