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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 | $100,984 | $49,255+105.0% | $70,494+43.3% | $79,856+26.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.87% | 30.10%-15.2pp | 109.16%-94.3pp | 31.71%-16.8pp |
| Employer contribution / active EE | $7,014 | $2,100+234.0% | $2,738+156.1% | $2,471+183.8% |
| Participant deferral / active EE | $5,069 | $2,768+83.1% | $3,711+36.6% | $3,741+35.5% |
| Admin fee / account holder | $4,150 | $2,879+44.1% | $3,848+7.9% | $5,306-21.8% |