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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 | $123,316 | $109,359+12.8% | $162,177-24.0% | $72,975+69.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.57% | 25.46%-2.9pp | 115.60%-93.0pp | 81.01%-58.4pp |
| Employer contribution / active EE | $8,283 | $3,907+112.0% | $5,613+47.6% | $2,440+239.4% |
| Participant deferral / active EE | $9,299 | $5,481+69.6% | $7,297+27.4% | $3,608+157.7% |
| Admin fee / account holder | $8,728 | $7,972+9.5% | $10,843-19.5% | $5,124+70.3% |