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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 | $132,100 | $81,262+62.6% | $155,602-15.1% | $80,911+63.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.33% | 33.34%-17.0pp | 64.81%-48.5pp | 35.63%-19.3pp |
| Employer contribution / active EE | $7,666 | $3,102+147.1% | $4,675+64.0% | $2,756+178.2% |
| Participant deferral / active EE | $10,314 | $3,451+198.8% | $5,629+83.2% | $4,297+140.0% |
| Admin fee / account holder | $5,614 | $7,992-29.8% | $15,923-64.7% | $6,935-19.0% |