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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 | $122,475 | $88,672+38.1% | $105,223+16.4% | $82,448+48.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.78% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,287 | $3,048+40.7% | $3,689+16.2% | $2,551+68.1% |
| Participant deferral / active EE | $8,285 | $4,036+105.3% | $5,072+63.4% | $4,139+100.1% |
| Admin fee / account holder | $12,566 | $7,146+75.8% | $8,859+41.9% | $7,234+73.7% |