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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 | $118,384 | $81,504+45.3% | $102,437+15.6% | $80,959+46.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.22% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $5,522 | $3,104+77.9% | $3,871+42.7% | $2,757+100.3% |
| Participant deferral / active EE | $5,581 | $3,871+44.2% | $5,060+10.3% | $4,300+29.8% |
| Admin fee / account holder | $13,194 | $6,719+96.4% | $8,388+57.3% | $6,925+90.5% |