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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 | $115,928 | $69,590+66.6% | $136,867-15.3% | $94,015+23.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 23.33% | 19.62%+3.7pp | 42.97%-19.6pp | 17.84%+5.5pp |
| Employer contribution / active EE | $8,663 | $2,396+261.5% | $3,547+144.2% | $2,790+210.5% |
| Participant deferral / active EE | $5,547 | $3,437+61.4% | $4,924+12.7% | $4,249+30.5% |
| Admin fee / account holder | $5,599 | $8,912-37.2% | $10,340-45.9% | $8,951-37.5% |