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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 | $125,461 | $91,474+37.2% | $135,982-7.7% | $71,529+75.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 22.04% | 29.89%-7.9pp | 68.32%-46.3pp | 28.97%-6.9pp |
| Employer contribution / active EE | $8,622 | $3,705+132.7% | $4,859+77.4% | $2,590+232.9% |
| Participant deferral / active EE | $11,690 | $7,095+64.8% | $7,760+50.6% | $4,291+172.4% |
| Admin fee / account holder | $7,111 | $1,267+461.2% | $10,767-34.0% | $1,588+347.7% |