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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 | $124,789 | $65,685+90.0% | $57,181+118.2% | $273,968-54.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.22% | 21.99%-13.8pp | 14.59%-6.4pp | 41.45%-33.2pp |
| Employer contribution / active EE | $9,336 | $3,279+184.8% | $2,682+248.0% | $4,869+91.8% |
| Participant deferral / active EE | $7,688 | $3,781+103.3% | $3,096+148.3% | $5,287+45.4% |
| Admin fee / account holder | $957 | $4,835-80.2% | $3,139-69.5% | $10,132-90.6% |