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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 | $106,426 | $98,776+7.7% | $149,745-28.9% | $79,856+33.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.94% | 27.38%-11.4pp | 276.72%-260.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $7,984 | $3,217+148.2% | $4,646+71.9% | $2,471+223.1% |
| Participant deferral / active EE | $10,675 | $5,681+87.9% | $6,843+56.0% | $3,741+185.4% |
| Admin fee / account holder | $11,983 | $6,053+98.0% | $9,312+28.7% | $5,306+125.8% |