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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 | $121,103 | $81,504+48.6% | $102,437+18.2% | $80,959+49.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.65% | 25.60%-8.9pp | 24.95%-8.3pp | 35.67%-19.0pp |
| Employer contribution / active EE | $11,441 | $3,104+268.7% | $3,871+195.6% | $2,757+315.0% |
| Participant deferral / active EE | $8,434 | $3,871+117.9% | $5,060+66.7% | $4,300+96.1% |
| Admin fee / account holder | $7,255 | $6,719+8.0% | $8,388-13.5% | $6,925+4.8% |