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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 | $116,948 | $106,749+9.6% | $145,433-19.6% | $82,448+41.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.35% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $5,607 | $3,444+62.8% | $4,554+23.1% | $2,551+119.8% |
| Participant deferral / active EE | $8,934 | $6,519+37.1% | $7,897+13.1% | $4,139+115.8% |
| Admin fee / account holder | $11,938 | $8,390+42.3% | $13,129-9.1% | $7,234+65.0% |