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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 | $110,897 | $65,364+69.7% | $92,909+19.4% | $72,975+52.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.89% | 42.11%-22.2pp | 109.44%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $10,908 | $2,594+320.5% | $3,653+198.6% | $2,440+347.1% |
| Participant deferral / active EE | $1,607 | $3,128-48.6% | $4,238-62.1% | $3,608-55.5% |
| Admin fee / account holder | $7,826 | $4,251+84.1% | $5,795+35.0% | $5,124+52.7% |