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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 | $129,168 | $70,486+83.3% | $100,535+28.5% | $79,856+61.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 19.44% | 21.90%-2.5pp | 30.90%-11.5pp | 31.71%-12.3pp |
| Employer contribution / active EE | $7,508 | $2,165+246.9% | $3,419+119.6% | $2,471+203.8% |
| Participant deferral / active EE | $9,716 | $5,182+87.5% | $6,271+54.9% | $3,741+159.7% |
| Admin fee / account holder | $7,691 | $4,480+71.7% | $8,085-4.9% | $5,306+44.9% |