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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 | $112,486 | $108,825+3.4% | $156,181-28.0% | $82,448+36.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.26% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $7,109 | $2,870+147.7% | $4,294+65.6% | $2,551+178.7% |
| Participant deferral / active EE | $7,865 | $4,577+71.8% | $6,132+28.3% | $4,139+90.0% |
| Admin fee / account holder | $8,127 | $9,341-13.0% | $14,586-44.3% | $7,234+12.3% |