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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 | $76,407+69.6% | $150,298-13.8% | $82,448+57.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.19% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $9,650 | $2,614+269.2% | $4,154+132.3% | $2,551+278.3% |
| Participant deferral / active EE | $9,139 | $3,214+184.3% | $5,453+67.6% | $4,139+120.8% |
| Admin fee / account holder | $3,146 | $6,352-50.5% | $14,116-77.7% | $7,234-56.5% |