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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 | $118,802 | $101,950+16.5% | $125,529-5.4% | $86,983+36.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 16.70% | 18.29%-1.6pp | 202.56%-185.9pp | 25.83%-9.1pp |
| Employer contribution / active EE | $7,237 | $2,358+206.9% | $3,058+136.7% | $2,584+180.0% |
| Participant deferral / active EE | $4,354 | $3,862+12.7% | $4,813-9.5% | $4,194+3.8% |
| Admin fee / account holder | $4,056 | $12,791-68.3% | $16,298-75.1% | $7,856-48.4% |