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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 | $105,946 | $96,731+9.5% | $123,973-14.5% | $86,983+21.8% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 20.69% | 17.33%+3.4pp | 388.13%-367.4pp | 25.83%-5.1pp |
| Employer contribution / active EE | $7,643 | $3,297+131.8% | $4,126+85.3% | $2,584+195.7% |
| Participant deferral / active EE | $10,140 | $4,152+144.2% | $5,247+93.3% | $4,194+141.8% |
| Admin fee / account holder | $10,123 | $8,722+16.1% | $11,799-14.2% | $7,856+28.9% |