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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 | $126,694 | $81,476+55.5% | $102,383+23.7% | $80,925+56.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.08% | 25.59%-14.5pp | 24.94%-13.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $9,080 | $3,105+192.4% | $3,870+134.6% | $2,756+229.4% |
| Participant deferral / active EE | $6,949 | $3,871+79.5% | $5,060+37.3% | $4,299+61.7% |
| Admin fee / account holder | $11,801 | $6,717+75.7% | $8,391+40.6% | $6,940+70.0% |