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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 | $108,053 | $46,534+132.2% | $64,097+68.6% | $75,177+43.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 24.08% | 26.07%-2.0pp | 33.75%-9.7pp | 160.75%-136.7pp |
| Employer contribution / active EE | $8,024 | $1,976+306.1% | $2,750+191.8% | $2,671+200.4% |
| Participant deferral / active EE | $12,268 | $2,835+332.8% | $3,881+216.1% | $4,126+197.3% |
| Admin fee / account holder | $4,138 | $2,957+39.9% | $3,070+34.8% | $5,651-26.8% |