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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 | $110,628 | $72,272+53.1% | $101,264+9.2% | $79,858+38.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.04% | 22.30%-9.3pp | 46.48%-33.4pp | 31.72%-18.7pp |
| Employer contribution / active EE | $11,017 | $2,692+309.3% | $3,660+201.0% | $2,471+345.9% |
| Participant deferral / active EE | $1,770 | $3,282-46.1% | $4,370-59.5% | $3,740-52.7% |
| Admin fee / account holder | $5,271 | $4,401+19.8% | $5,947-11.4% | $5,306-0.7% |