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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 | $169,769 | $72,273+134.9% | $101,275+67.6% | $79,856+112.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.68% | 22.30%-4.6pp | 46.48%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,486 | $2,691+178.2% | $3,660+104.5% | $2,471+202.9% |
| Participant deferral / active EE | $10,591 | $3,282+222.7% | $4,371+142.3% | $3,741+183.1% |
| Admin fee / account holder | $4,429 | $4,401+0.6% | $5,948-25.5% | $5,306-16.5% |