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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 | $129,595 | $86,050+50.6% | $189,758-31.7% | $94,015+37.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 16.19% | 17.77%-1.6pp | 52.62%-36.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $9,650 | $2,819+242.3% | $4,767+102.5% | $2,790+245.9% |
| Participant deferral / active EE | $9,139 | $3,349+172.9% | $5,856+56.1% | $4,249+115.1% |
| Admin fee / account holder | $3,146 | $6,627-52.5% | $20,388-84.6% | $8,951-64.9% |