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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 | $129,391 | $57,119+126.5% | $85,187+51.9% | $80,935+59.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.69% | 21.70%-6.0pp | 66.67%-51.0pp | 35.66%-20.0pp |
| Employer contribution / active EE | $10,539 | $1,802+485.0% | $2,732+285.7% | $2,757+282.3% |
| Participant deferral / active EE | $9,873 | $3,115+217.0% | $4,525+118.2% | $4,299+129.6% |
| Admin fee / account holder | $6,571 | $4,990+31.7% | $6,162+6.6% | $6,924-5.1% |