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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 | $100,341 | $76,551+31.1% | $123,894-19.0% | $62,881+59.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $7,164 | $2,882+148.5% | $4,617+55.2% | $2,281+214.1% |
| Participant deferral / active EE | $5,781 | $4,840+19.5% | $5,984-3.4% | $3,203+80.5% |
| Admin fee / account holder | $15,137 | $4,826+213.7% | $8,357+81.1% | $4,296+252.4% |