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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 | $101,284 | $77,816+30.2% | $123,552-18.0% | $64,173+57.8% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.3%+13.8pp | 69.6%+26.5pp |
| Annual return | 1.81% | 12.49%-10.7pp | 119.20%-117.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $16,649 | $3,014+452.4% | $4,628+259.7% | $2,381+599.3% |
| Participant deferral / active EE | $11,594 | $5,240+121.3% | $6,426+80.4% | $3,470+234.2% |
| Admin fee / account holder | $9,627 | $5,519+74.4% | $9,285+3.7% | $4,887+97.0% |