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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 | $103,769 | $106,749-2.8% | $145,433-28.6% | $82,448+25.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.01% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $7,946 | $3,444+130.7% | $4,554+74.5% | $2,551+211.5% |
| Participant deferral / active EE | $9,329 | $6,519+43.1% | $7,897+18.1% | $4,139+125.4% |
| Admin fee / account holder | $16,095 | $8,390+91.8% | $13,129+22.6% | $7,234+122.5% |