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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 | $122,458 | $101,795+20.3% | $165,100-25.8% | $80,959+51.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.72% | 16.73%-3.0pp | 70.21%-56.5pp | 35.67%-21.9pp |
| Employer contribution / active EE | $6,122 | $2,954+107.3% | $4,348+40.8% | $2,757+122.1% |
| Participant deferral / active EE | $6,690 | $4,476+49.5% | $6,035+10.8% | $4,300+55.6% |
| Admin fee / account holder | $11,810 | $8,221+43.7% | $12,696-7.0% | $6,925+70.5% |