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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 | $84,033 | $106,749-21.3% | $145,433-42.2% | $82,448+1.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.34% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $9,319 | $3,444+170.5% | $4,554+104.6% | $2,551+265.3% |
| Participant deferral / active EE | $25,812 | $6,519+296.0% | $7,897+226.8% | $4,139+523.6% |
| Admin fee / account holder | $14,812 | $8,390+76.5% | $13,129+12.8% | $7,234+104.7% |