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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 | $115,527 | $98,776+17.0% | $149,745-22.9% | $79,856+44.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.66% | 27.38%-14.7pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $10,160 | $3,217+215.8% | $4,646+118.7% | $2,471+311.1% |
| Participant deferral / active EE | $5,342 | $5,681-6.0% | $6,843-21.9% | $3,741+42.8% |
| Admin fee / account holder | $9,003 | $6,053+48.7% | $9,312-3.3% | $5,306+69.7% |