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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 | $100,594 | $106,749-5.8% | $145,433-30.8% | $82,448+22.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 59.72% | 27.59%+32.1pp | 66.58%-6.9pp | 41.64%+18.1pp |
| Employer contribution / active EE | $12,517 | $3,444+263.4% | $4,554+174.8% | $2,551+390.7% |
| Participant deferral / active EE | $10,999 | $6,519+68.7% | $7,897+39.3% | $4,139+165.7% |
| Admin fee / account holder | $4,887 | $8,390-41.8% | $13,129-62.8% | $7,234-32.5% |