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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 | $105,554 | $88,672+19.0% | $105,223+0.3% | $82,448+28.0% |
| Participation rate | 98.0% | 67.9%+30.1pp | 75.0%+23.0pp | 68.1%+30.0pp |
| Annual return | 15.55% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $7,558 | $3,048+148.0% | $3,689+104.9% | $2,551+196.3% |
| Participant deferral / active EE | $6,187 | $4,036+53.3% | $5,072+22.0% | $4,139+49.5% |
| Admin fee / account holder | $17,731 | $7,146+148.1% | $8,859+100.1% | $7,234+145.1% |