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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 | $132,116 | $78,027+69.3% | $178,528-26.0% | $80,925+63.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 27.07% | 18.09%+9.0pp | 27.11%0pp | 35.65%-8.6pp |
| Employer contribution / active EE | $7,968 | $2,281+249.3% | $3,950+101.7% | $2,756+189.1% |
| Participant deferral / active EE | $10,085 | $4,408+128.8% | $6,278+60.6% | $4,299+134.6% |
| Admin fee / account holder | $33,989 | $7,168+374.2% | $10,419+226.2% | $6,940+389.8% |