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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 | $125,554 | $88,672+41.6% | $105,223+19.3% | $82,448+52.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.89% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $7,597 | $3,048+149.2% | $3,689+106.0% | $2,551+197.8% |
| Participant deferral / active EE | $7,661 | $4,036+89.8% | $5,072+51.0% | $4,139+85.1% |
| Admin fee / account holder | $9,720 | $7,146+36.0% | $8,859+9.7% | $7,234+34.4% |