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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 | $117,559 | $89,259+31.7% | $107,187+9.7% | $82,637+42.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 22.42% | 21.02%+1.4pp | 204.55%-182.1pp | 53.51%-31.1pp |
| Employer contribution / active EE | $6,799 | $3,080+120.7% | $3,782+79.8% | $2,552+166.4% |
| Participant deferral / active EE | $7,727 | $4,037+91.4% | $5,096+51.6% | $4,126+87.3% |
| Admin fee / account holder | $1,352 | $7,381-81.7% | $9,162-85.2% | $7,339-81.6% |