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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 | $122,284 | $88,370+38.4% | $112,977+8.2% | $79,856+53.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 11.85% | 23.16%-11.3pp | 24.24%-12.4pp | 31.71%-19.9pp |
| Employer contribution / active EE | $17,235 | $3,398+407.2% | $4,255+305.1% | $2,471+597.4% |
| Participant deferral / active EE | $2,752 | $4,536-39.3% | $5,836-52.9% | $3,741-26.4% |
| Admin fee / account holder | $1,394 | $5,750-75.8% | $6,294-77.9% | $5,306-73.7% |