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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 | $85,989 | $77,472+11.0% | $100,392-14.3% | $80,935+6.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.37% | 37.26%-22.9pp | 49.45%-35.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $5,046 | $2,800+80.2% | $3,941+28.0% | $2,757+83.0% |
| Participant deferral / active EE | $10,604 | $6,818+55.5% | $8,090+31.1% | $4,299+146.6% |
| Admin fee / account holder | $20,044 | $5,885+240.6% | $7,904+153.6% | $6,924+189.5% |