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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 | $124,059 | $94,031+31.9% | $115,768+7.2% | $82,448+50.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 15.43% | 20.61%-5.2pp | 100.46%-85.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $5,591 | $2,323+140.6% | $2,940+90.2% | $2,551+119.2% |
| Participant deferral / active EE | $8,407 | $3,972+111.7% | $4,917+71.0% | $4,139+103.1% |
| Admin fee / account holder | $8,209 | $10,249-19.9% | $12,439-34.0% | $7,234+13.5% |