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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 | $107,924 | $153,769-29.8% | $133,975-19.4% | $273,972-60.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.88% | 36.51%-28.6pp | 29.29%-21.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $12,711 | $6,029+110.8% | $5,211+143.9% | $4,869+161.1% |
| Participant deferral / active EE | $8,000 | $6,958+15.0% | $6,282+27.4% | $5,287+51.3% |
| Admin fee / account holder | $16,667 | $11,765+41.7% | $9,324+78.7% | $10,133+64.5% |