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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 | $100,518 | $78,690+27.7% | $161,489-37.8% | $87,485+14.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.33% | 32.74%-16.4pp | 89.72%-73.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $7,067 | $2,588+173.0% | $4,268+65.6% | $2,596+172.2% |
| Participant deferral / active EE | $7,061 | $3,311+113.3% | $5,630+25.4% | $4,274+65.2% |
| Admin fee / account holder | $2,588 | $6,724-61.5% | $16,006-83.8% | $7,775-66.7% |