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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 | $128,212 | $106,749+20.1% | $145,433-11.8% | $82,448+55.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.09% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,698 | $3,444+36.4% | $4,554+3.1% | $2,551+84.1% |
| Participant deferral / active EE | $10,055 | $6,519+54.2% | $7,897+27.3% | $4,139+142.9% |
| Admin fee / account holder | $506 | $8,390-94.0% | $13,129-96.1% | $7,234-93.0% |