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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 | $104,395 | $84,236+23.9% | $170,435-38.7% | $70,126+48.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.46% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $7,463 | $3,387+120.3% | $5,432+37.4% | $2,343+218.6% |
| Participant deferral / active EE | $3,652 | $3,086+18.4% | $4,939-26.1% | $3,332+9.6% |
| Admin fee / account holder | $13,761 | $5,698+141.5% | $13,881-0.9% | $4,645+196.2% |