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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 | $66,228 | $81,233-18.5% | $155,567-57.4% | $80,874-18.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 100.11% | 33.33%+66.8pp | 64.74%+35.4pp | 35.62%+64.5pp |
| Employer contribution / active EE | $9,589 | $3,101+209.2% | $4,674+105.2% | $2,756+248.0% |
| Participant deferral / active EE | $2,663 | $3,452-22.9% | $5,628-52.7% | $4,297-38.0% |
| Admin fee / account holder | $7,087 | $7,998-11.4% | $15,916-55.5% | $6,935+2.2% |