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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 | $78,520+27.0% | $96,576+3.3% | $82,448+20.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 17.59% | 41.30%-23.7pp | 38.47%-20.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $7,530 | $2,630+186.3% | $3,553+111.9% | $2,551+195.2% |
| Participant deferral / active EE | $15,756 | $6,754+133.3% | $7,956+98.0% | $4,139+280.6% |
| Admin fee / account holder | $31,557 | $13,455+134.5% | $11,381+177.3% | $7,234+336.2% |