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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 | $77,814+66.5% | $158,223-18.1% | $86,983+49.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.19% | 30.54%-14.4pp | 52.09%-35.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $9,650 | $2,592+272.3% | $4,109+134.9% | $2,584+273.4% |
| Participant deferral / active EE | $9,139 | $3,270+179.5% | $5,467+67.2% | $4,194+117.9% |
| Admin fee / account holder | $3,146 | $5,879-46.5% | $16,047-80.4% | $7,856-59.9% |