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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 | $96,663 | $75,541+28.0% | $152,093-36.4% | $82,637+17.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.29% | 32.56%-18.3pp | 66.36%-52.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $8,426 | $2,622+221.3% | $4,175+101.8% | $2,552+230.2% |
| Participant deferral / active EE | $7,131 | $3,206+122.5% | $5,451+30.8% | $4,126+72.8% |
| Admin fee / account holder | $17,299 | $6,405+170.1% | $14,497+19.3% | $7,339+135.7% |