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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 | $139,220 | $106,749+30.4% | $145,433-4.3% | $82,448+68.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.89% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $10,601 | $3,444+207.8% | $4,554+132.8% | $2,551+315.6% |
| Participant deferral / active EE | $8,421 | $6,519+29.2% | $7,897+6.6% | $4,139+103.4% |
| Admin fee / account holder | $8,740 | $8,390+4.2% | $13,129-33.4% | $7,234+20.8% |