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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 | $75,351 | $51,604+46.0% | $129,295-41.7% | $80,874-6.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.11% | 20.76%-5.7pp | 9429.28%-9414.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $9,812 | $1,585+519.2% | $4,157+136.0% | $2,756+256.1% |
| Participant deferral / active EE | $4,499 | $2,670+68.5% | $4,169+7.9% | $4,297+4.7% |
| Admin fee / account holder | $7,521 | $4,310+74.5% | $7,665-1.9% | $6,935+8.4% |