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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 | $102,959 | $99,875+3.1% | $146,866-29.9% | $86,983+18.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.95% | 28.10%-14.1pp | 102.85%-88.9pp | 25.83%-11.9pp |
| Employer contribution / active EE | $8,435 | $3,224+161.6% | $4,425+90.6% | $2,584+226.4% |
| Participant deferral / active EE | $15,790 | $6,322+149.7% | $7,759+103.5% | $4,194+276.5% |
| Admin fee / account holder | $23,062 | $7,838+194.2% | $13,620+69.3% | $7,856+193.6% |