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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 | $102,475 | $96,731+5.9% | $123,973-17.3% | $86,983+17.8% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 14.17% | 17.33%-3.2pp | 388.13%-374.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $4,583 | $3,297+39.0% | $4,126+11.1% | $2,584+77.3% |
| Participant deferral / active EE | $9,468 | $4,152+128.0% | $5,247+80.4% | $4,194+125.8% |
| Admin fee / account holder | $32,753 | $8,722+275.5% | $11,799+177.6% | $7,856+316.9% |