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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 | $119,981 | $76,551+56.7% | $123,894-3.2% | $62,881+90.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.89% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $7,480 | $2,882+159.5% | $4,617+62.0% | $2,281+227.9% |
| Participant deferral / active EE | $7,373 | $4,840+52.3% | $5,984+23.2% | $3,203+130.2% |
| Admin fee / account holder | $14,884 | $4,826+208.4% | $8,357+78.1% | $4,296+246.5% |