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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 | $112,903 | $123,793-8.8% | $177,848-36.5% | $79,856+41.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.73% | 22.82%-5.1pp | 48.33%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $11,459 | $4,095+179.8% | $5,919+93.6% | $2,471+363.7% |
| Participant deferral / active EE | $10,964 | $5,956+84.1% | $7,714+42.1% | $3,741+193.1% |
| Admin fee / account holder | $317 | $7,243-95.6% | $12,431-97.5% | $5,306-94.0% |