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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 | $137,111 | $77,817+76.2% | $123,553+11.0% | $64,173+113.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 12.69% | 12.49%+0.2pp | 119.21%-106.5pp | 7.63%+5.1pp |
| Employer contribution / active EE | $7,519 | $3,014+149.5% | $4,628+62.5% | $2,381+215.8% |
| Participant deferral / active EE | $6,585 | $5,240+25.7% | $6,426+2.5% | $3,470+89.8% |
| Admin fee / account holder | $2,568 | $5,519-53.5% | $9,284-72.3% | $4,887-47.5% |