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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 | $104,196 | $123,793-15.8% | $177,848-41.4% | $79,856+30.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.61% | 22.82%+1.8pp | 48.33%-23.7pp | 31.71%-7.1pp |
| Employer contribution / active EE | $6,626 | $4,095+61.8% | $5,919+12.0% | $2,471+168.1% |
| Participant deferral / active EE | $10,176 | $5,956+70.9% | $7,714+31.9% | $3,741+172.1% |
| Admin fee / account holder | $12,665 | $7,243+74.9% | $12,431+1.9% | $5,306+138.7% |