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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 | $82,923 | $81,358+1.9% | $155,556-46.7% | $80,959+2.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.12% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $11,117 | $3,106+257.9% | $4,675+137.8% | $2,757+303.2% |
| Participant deferral / active EE | $7,961 | $3,455+130.4% | $5,631+41.4% | $4,300+85.1% |
| Admin fee / account holder | $1,235 | $7,994-84.6% | $15,885-92.2% | $6,925-82.2% |