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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 | $123,304 | $98,779+24.8% | $149,751-17.7% | $79,859+54.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.37% | 27.38%-3.0pp | 276.71%-252.3pp | 31.71%-7.3pp |
| Employer contribution / active EE | $11,411 | $3,217+254.7% | $4,646+145.6% | $2,471+361.8% |
| Participant deferral / active EE | $13,053 | $5,682+129.7% | $6,843+90.8% | $3,741+248.9% |
| Admin fee / account holder | $4,871 | $6,053-19.5% | $9,312-47.7% | $5,307-8.2% |