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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 | $99,715 | $83,061+20.0% | $126,068-20.9% | $94,015+6.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 17.59% | 20.41%-2.8pp | 15.01%+2.6pp | 17.84%-0.3pp |
| Employer contribution / active EE | $7,530 | $2,864+162.9% | $3,968+89.8% | $2,790+169.9% |
| Participant deferral / active EE | $15,756 | $7,042+123.7% | $8,214+91.8% | $4,249+270.8% |
| Admin fee / account holder | $31,557 | $7,208+337.8% | $18,264+72.8% | $8,951+252.5% |