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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 | $79,310 | $81,331-2.5% | $155,534-49.0% | $80,935-2.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.30% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $7,891 | $3,105+154.2% | $4,675+68.8% | $2,757+186.2% |
| Participant deferral / active EE | $6,725 | $3,454+94.7% | $5,630+19.4% | $4,299+56.4% |
| Admin fee / account holder | $1,375 | $7,999-82.8% | $15,900-91.4% | $6,924-80.1% |