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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 | $114,792 | $99,875+14.9% | $146,866-21.8% | $86,983+32.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.23% | 28.10%-11.9pp | 102.85%-86.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $21,385 | $3,224+563.3% | $4,425+383.3% | $2,584+727.5% |
| Participant deferral / active EE | $16,688 | $6,322+163.9% | $7,759+115.1% | $4,194+297.9% |
| Admin fee / account holder | $9,037 | $7,838+15.3% | $13,620-33.6% | $7,856+15.0% |