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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 | $112,495 | $93,345+20.5% | $119,126-5.6% | $87,485+28.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.26% | 19.08%-6.8pp | 282.11%-269.8pp | 26.06%-13.8pp |
| Employer contribution / active EE | $15,822 | $3,172+398.9% | $4,034+292.3% | $2,596+509.4% |
| Participant deferral / active EE | $5,237 | $4,099+27.8% | $5,318-1.5% | $4,274+22.5% |
| Admin fee / account holder | $12,304 | $8,039+53.1% | $10,693+15.1% | $7,775+58.3% |