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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 | $96,649 | $106,749-9.5% | $145,433-33.5% | $82,448+17.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.94% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $7,347 | $3,444+113.3% | $4,554+61.3% | $2,551+188.0% |
| Participant deferral / active EE | $7,399 | $6,519+13.5% | $7,897-6.3% | $4,139+78.7% |
| Admin fee / account holder | $15,283 | $8,390+82.2% | $13,129+16.4% | $7,234+111.2% |