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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 | $97,648+27.0% | $121,663+2.0% | $87,485+41.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 15.43% | 18.03%-2.6pp | 147.54%-132.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $5,591 | $2,300+143.0% | $3,020+85.1% | $2,596+115.3% |
| Participant deferral / active EE | $8,407 | $3,923+114.3% | $4,887+72.0% | $4,274+96.7% |
| Admin fee / account holder | $8,209 | $11,100-26.0% | $14,289-42.6% | $7,775+5.6% |