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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 | $96,816 | $76,551+26.5% | $123,894-21.9% | $62,881+54.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.44% | 18.68%-6.2pp | 47.52%-35.1pp | 20.14%-7.7pp |
| Employer contribution / active EE | $9,869 | $2,882+242.4% | $4,617+113.8% | $2,281+332.7% |
| Participant deferral / active EE | $8,382 | $4,840+73.2% | $5,984+40.1% | $3,203+161.7% |
| Admin fee / account holder | $8,732 | $4,826+80.9% | $8,357+4.5% | $4,296+103.3% |