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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 | $109,247 | $93,598+16.7% | $135,974-19.7% | $75,173+45.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.60% | 30.89%-12.3pp | 68.30%-49.7pp | 160.72%-142.1pp |
| Employer contribution / active EE | $7,154 | $3,538+102.2% | $4,859+47.2% | $2,671+167.8% |
| Participant deferral / active EE | $11,812 | $6,405+84.4% | $7,760+52.2% | $4,126+186.3% |
| Admin fee / account holder | $834 | $6,978-88.1% | $10,767-92.3% | $5,651-85.2% |