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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 | $138,314 | $123,793+11.7% | $177,848-22.2% | $79,856+73.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.34% | 22.82%-6.5pp | 48.33%-32.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $10,416 | $4,095+154.3% | $5,919+76.0% | $2,471+321.5% |
| Participant deferral / active EE | $9,311 | $5,956+56.3% | $7,714+20.7% | $3,741+148.9% |
| Admin fee / account holder | $3,027 | $7,243-58.2% | $12,431-75.6% | $5,306-42.9% |