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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 | $136,694 | $83,485+63.7% | $125,192+9.2% | $72,975+87.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.77% | 25.77%-4.0pp | 43.79%-22.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $6,467 | $2,346+175.7% | $3,866+67.3% | $2,440+165.0% |
| Participant deferral / active EE | $8,473 | $3,586+136.3% | $4,937+71.6% | $3,608+134.9% |
| Admin fee / account holder | $1,780 | $5,518-67.7% | $9,704-81.7% | $5,124-65.3% |