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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 | $115,118 | $90,486+27.2% | $78,676+46.3% | $273,972-58.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.38% | 75.62%-69.2pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $13,592 | $3,175+328.1% | $2,850+376.9% | $4,869+179.2% |
| Participant deferral / active EE | $12,333 | $3,901+216.1% | $3,517+250.7% | $5,287+133.3% |
| Admin fee / account holder | $3,889 | $5,263-26.1% | $4,510-13.8% | $10,133-61.6% |