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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 | $107,631 | $84,236+27.8% | $170,435-36.8% | $70,126+53.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.36% | 23.06%-4.7pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $9,066 | $3,387+167.7% | $5,432+66.9% | $2,343+287.0% |
| Participant deferral / active EE | $5,140 | $3,086+66.6% | $4,939+4.1% | $3,332+54.3% |
| Admin fee / account holder | $12,829 | $5,698+125.1% | $13,881-7.6% | $4,645+176.2% |