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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 | $107,421+26.5% | $182,262-25.4% | $94,015+44.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 22.92% | 21.32%+1.6pp | 140.60%-117.7pp | 17.84%+5.1pp |
| Employer contribution / active EE | $5,573 | $3,448+61.6% | $5,046+10.5% | $2,790+99.8% |
| Participant deferral / active EE | $11,050 | $6,558+68.5% | $8,276+33.5% | $4,249+160.0% |
| Admin fee / account holder | $20,379 | $8,692+134.5% | $16,712+21.9% | $8,951+127.7% |