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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 | $129,332 | $94,529+36.8% | $140,019-7.6% | $64,173+101.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 12.97% | 7.77%+5.2pp | 651.17%-638.2pp | 7.63%+5.3pp |
| Employer contribution / active EE | $6,434 | $3,812+68.8% | $5,605+14.8% | $2,381+170.3% |
| Participant deferral / active EE | $4,482 | $5,250-14.6% | $6,927-35.3% | $3,470+29.2% |
| Admin fee / account holder | $5,068 | $6,741-24.8% | $10,705-52.7% | $4,887+3.7% |