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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 | $106,864+7.4% | $147,318-22.1% | $82,637+38.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.23% | 27.49%-11.3pp | 70.43%-54.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $21,385 | $3,417+525.9% | $4,593+365.6% | $2,552+737.9% |
| Participant deferral / active EE | $16,688 | $6,496+156.9% | $7,906+111.1% | $4,126+304.4% |
| Admin fee / account holder | $9,037 | $8,415+7.4% | $13,708-34.1% | $7,339+23.1% |