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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 | $102,529 | $65,582+56.3% | $64,101+59.9% | $71,511+43.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 19.33% | 18.96%+0.4pp | 33.72%-14.4pp | 28.86%-9.5pp |
| Employer contribution / active EE | $4,893 | $2,671+83.2% | $2,749+78.0% | $2,589+89.0% |
| Participant deferral / active EE | $10,275 | $3,628+183.2% | $3,881+164.8% | $4,291+139.5% |
| Admin fee / account holder | $14,054 | $616+2180.2% | $3,070+357.8% | $1,588+784.8% |