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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 | $81,358-18.6% | $155,556-57.4% | $80,959-18.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 100.11% | 33.39%+66.7pp | 64.84%+35.3pp | 35.67%+64.4pp |
| Employer contribution / active EE | $9,589 | $3,106+208.7% | $4,675+105.1% | $2,757+247.8% |
| Participant deferral / active EE | $2,663 | $3,455-22.9% | $5,631-52.7% | $4,300-38.1% |
| Admin fee / account holder | $7,087 | $7,994-11.3% | $15,885-55.4% | $6,925+2.3% |