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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 | $114,449 | $101,795+12.4% | $165,100-30.7% | $80,959+41.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.82% | 16.73%-2.9pp | 70.21%-56.4pp | 35.67%-21.9pp |
| Employer contribution / active EE | $6,605 | $2,954+123.6% | $4,348+51.9% | $2,757+139.5% |
| Participant deferral / active EE | $17,730 | $4,476+296.1% | $6,035+193.8% | $4,300+312.3% |
| Admin fee / account holder | $15,566 | $8,221+89.3% | $12,696+22.6% | $6,925+124.8% |