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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 | $105,394 | $59,123+78.3% | $77,183+36.6% | $75,181+40.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.66% | 26.72%-10.1pp | 37.89%-21.2pp | 160.69%-144.0pp |
| Employer contribution / active EE | $7,895 | $1,996+295.7% | $2,534+211.6% | $2,671+195.6% |
| Participant deferral / active EE | $8,265 | $2,999+175.6% | $3,833+115.6% | $4,126+100.3% |
| Admin fee / account holder | $9,574 | $4,776+100.5% | $5,475+74.9% | $5,650+69.5% |