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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 | $121,232 | $88,672+36.7% | $105,223+15.2% | $82,448+47.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.95% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $5,322 | $3,048+74.6% | $3,689+44.3% | $2,551+108.6% |
| Participant deferral / active EE | $5,312 | $4,036+31.6% | $5,072+4.7% | $4,139+28.3% |
| Admin fee / account holder | $6,820 | $7,146-4.6% | $8,859-23.0% | $7,234-5.7% |