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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 | $137,933 | $106,524+29.5% | $152,301-9.4% | $87,485+57.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 21.58% | 26.89%-5.3pp | 80.50%-58.9pp | 26.06%-4.5pp |
| Employer contribution / active EE | $8,225 | $3,371+144.0% | $4,624+77.9% | $2,596+216.8% |
| Participant deferral / active EE | $17,716 | $6,525+171.5% | $8,004+121.3% | $4,274+314.6% |
| Admin fee / account holder | $20,574 | $8,287+148.3% | $14,398+42.9% | $7,775+164.6% |