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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 | $107,586 | $81,947+31.3% | $105,387+2.1% | $72,976+47.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.30% | 42.90%-20.6pp | 26.82%-4.5pp | 81.02%-58.7pp |
| Employer contribution / active EE | $15,497 | $3,468+346.8% | $4,213+267.8% | $2,440+535.1% |
| Participant deferral / active EE | $2,359 | $4,494-47.5% | $5,502-57.1% | $3,608-34.6% |
| Admin fee / account holder | $6,016 | $6,258-3.9% | $6,559-8.3% | $5,124+17.4% |