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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 | $116,544 | $93,598+24.5% | $135,974-14.3% | $75,173+55.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.66% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.1pp |
| Employer contribution / active EE | $8,029 | $3,538+126.9% | $4,859+65.2% | $2,671+200.6% |
| Participant deferral / active EE | $7,199 | $6,405+12.4% | $7,760-7.2% | $4,126+74.5% |
| Admin fee / account holder | $7,530 | $6,978+7.9% | $10,767-30.1% | $5,651+33.3% |