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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 | $105,640 | $86,919+21.5% | $102,457+3.1% | $80,911+30.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.21% | 18.90%-4.7pp | 29.41%-15.2pp | 35.63%-21.4pp |
| Employer contribution / active EE | $8,331 | $2,368+251.8% | $3,022+175.7% | $2,756+202.3% |
| Participant deferral / active EE | $7,364 | $4,119+78.8% | $5,054+45.7% | $4,297+71.4% |
| Admin fee / account holder | $32,462 | $8,049+303.3% | $9,451+243.5% | $6,935+368.1% |