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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 | $135,903 | $106,524+27.6% | $152,301-10.8% | $87,485+55.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 22.92% | 26.89%-4.0pp | 80.50%-57.6pp | 26.06%-3.1pp |
| Employer contribution / active EE | $5,573 | $3,371+65.3% | $4,624+20.5% | $2,596+114.7% |
| Participant deferral / active EE | $11,050 | $6,525+69.3% | $8,004+38.1% | $4,274+158.6% |
| Admin fee / account holder | $20,379 | $8,287+145.9% | $14,398+41.5% | $7,775+162.1% |