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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 | $129,696 | $101,752+27.5% | $164,928-21.4% | $80,911+60.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 21.03% | 16.73%+4.3pp | 70.08%-49.0pp | 35.63%-14.6pp |
| Employer contribution / active EE | $7,337 | $2,953+148.4% | $4,343+68.9% | $2,756+166.2% |
| Participant deferral / active EE | $4,310 | $4,477-3.7% | $6,034-28.6% | $4,297+0.3% |
| Admin fee / account holder | $2,743 | $8,218-66.6% | $12,684-78.4% | $6,935-60.4% |