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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 | $120,250 | $58,851+104.3% | $115,167+4.4% | $72,976+64.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 21.17% | 23.16%-2.0pp | 35.60%-14.4pp | 81.02%-59.8pp |
| Employer contribution / active EE | $9,568 | $1,798+432.2% | $3,179+201.0% | $2,440+292.1% |
| Participant deferral / active EE | $2,761 | $2,643+4.5% | $4,169-33.8% | $3,608-23.5% |
| Admin fee / account holder | $4,048 | $6,370-36.5% | $7,089-42.9% | $5,124-21.0% |