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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 | $109,300 | $88,672+23.3% | $105,223+3.9% | $82,448+32.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.53% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $7,735 | $3,048+153.8% | $3,689+109.7% | $2,551+203.2% |
| Participant deferral / active EE | $7,261 | $4,036+79.9% | $5,072+43.2% | $4,139+75.4% |
| Admin fee / account holder | $14,924 | $7,146+108.8% | $8,859+68.5% | $7,234+106.3% |