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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 | $81,262+2.0% | $155,602-46.7% | $80,911+2.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.12% | 33.34%-21.2pp | 64.81%-52.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $11,117 | $3,102+258.4% | $4,675+137.8% | $2,756+303.4% |
| Participant deferral / active EE | $7,961 | $3,451+130.7% | $5,629+41.4% | $4,297+85.3% |
| Admin fee / account holder | $1,235 | $7,992-84.6% | $15,923-92.2% | $6,935-82.2% |