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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 | $89,259+40.7% | $107,187+17.1% | $82,637+51.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.89% | 21.02%-4.1pp | 204.55%-187.7pp | 53.51%-36.6pp |
| Employer contribution / active EE | $7,597 | $3,080+146.6% | $3,782+100.9% | $2,552+197.7% |
| Participant deferral / active EE | $7,661 | $4,037+89.7% | $5,096+50.3% | $4,126+85.7% |
| Admin fee / account holder | $9,720 | $7,381+31.7% | $9,162+6.1% | $7,339+32.4% |