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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 | $124,073 | $107,733+15.2% | $92,985+33.4% | $154,746-19.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 13.16% | 30.39%-17.2pp | 27.99%-14.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $7,739 | $3,126+147.5% | $2,662+190.7% | $4,379+76.7% |
| Participant deferral / active EE | $15,637 | $5,053+209.5% | $4,377+257.3% | $6,730+132.3% |
| Admin fee / account holder | $169,639 | $11,369+1392.1% | $9,463+1692.6% | $14,365+1080.9% |