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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 | $101,950+21.7% | $125,529-1.2% | $86,983+42.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 15.43% | 18.29%-2.9pp | 202.56%-187.1pp | 25.83%-10.4pp |
| Employer contribution / active EE | $5,591 | $2,358+137.1% | $3,058+82.9% | $2,584+116.3% |
| Participant deferral / active EE | $8,407 | $3,862+117.7% | $4,813+74.7% | $4,194+100.5% |
| Admin fee / account holder | $8,209 | $12,791-35.8% | $16,298-49.6% | $7,856+4.5% |