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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 | $120,749 | $78,690+53.4% | $161,489-25.2% | $87,485+38.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.06% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $6,023 | $2,588+132.7% | $4,268+41.1% | $2,596+132.0% |
| Participant deferral / active EE | $8,073 | $3,311+143.8% | $5,630+43.4% | $4,274+88.9% |
| Admin fee / account holder | $1,286 | $6,724-80.9% | $16,006-92.0% | $7,775-83.5% |