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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 | $100,797 | $77,638+29.8% | $156,551-35.6% | $62,881+60.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.86% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $7,383 | $3,444+114.4% | $5,501+34.2% | $2,281+223.7% |
| Participant deferral / active EE | $3,883 | $3,046+27.5% | $4,871-20.3% | $3,203+21.2% |
| Admin fee / account holder | $9,412 | $5,561+69.2% | $13,028-27.8% | $4,296+119.1% |