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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 | $144,825 | $78,690+84.0% | $161,489-10.3% | $87,485+65.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 31.93% | 32.74%-0.8pp | 89.72%-57.8pp | 26.06%+5.9pp |
| Employer contribution / active EE | $10,087 | $2,588+289.7% | $4,268+136.3% | $2,596+288.5% |
| Participant deferral / active EE | $6,129 | $3,311+85.1% | $5,630+8.9% | $4,274+43.4% |
| Admin fee / account holder | $2,947 | $6,724-56.2% | $16,006-81.6% | $7,775-62.1% |