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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 | $118,368 | $106,749+10.9% | $145,433-18.6% | $82,448+43.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.36% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $10,214 | $3,444+196.5% | $4,554+124.3% | $2,551+300.4% |
| Participant deferral / active EE | $6,589 | $6,519+1.1% | $7,897-16.6% | $4,139+59.2% |
| Admin fee / account holder | $549 | $8,390-93.5% | $13,129-95.8% | $7,234-92.4% |