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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 | $132,176 | $106,749+23.8% | $145,433-9.1% | $82,448+60.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.81% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $7,386 | $3,444+114.4% | $4,554+62.2% | $2,551+189.5% |
| Participant deferral / active EE | $5,376 | $6,519-17.5% | $7,897-31.9% | $4,139+29.9% |
| Admin fee / account holder | $2,359 | $8,390-71.9% | $13,129-82.0% | $7,234-67.4% |