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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 | $105,257 | $109,359-3.8% | $162,177-35.1% | $72,975+44.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.94% | 25.46%-7.5pp | 115.60%-97.7pp | 81.01%-63.1pp |
| Employer contribution / active EE | $7,871 | $3,907+101.4% | $5,613+40.2% | $2,440+222.6% |
| Participant deferral / active EE | $8,359 | $5,481+52.5% | $7,297+14.6% | $3,608+131.7% |
| Admin fee / account holder | $29,007 | $7,972+263.9% | $10,843+167.5% | $5,124+466.1% |