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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 | $111,228 | $106,749+4.2% | $145,433-23.5% | $82,448+34.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.50% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $7,349 | $3,444+113.4% | $4,554+61.4% | $2,551+188.1% |
| Participant deferral / active EE | $8,589 | $6,519+31.8% | $7,897+8.8% | $4,139+107.5% |
| Admin fee / account holder | $2,317 | $8,390-72.4% | $13,129-82.3% | $7,234-68.0% |