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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 | $116,328 | $108,825+6.9% | $156,181-25.5% | $82,448+41.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.22% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $7,386 | $2,870+157.4% | $4,294+72.0% | $2,551+189.6% |
| Participant deferral / active EE | $6,890 | $4,577+50.5% | $6,132+12.4% | $4,139+66.4% |
| Admin fee / account holder | $66,072 | $9,341+607.4% | $14,586+353.0% | $7,234+813.3% |