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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 | $153,849 | $106,524+44.4% | $152,301+1.0% | $87,485+75.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.08% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-8.0pp |
| Employer contribution / active EE | $9,546 | $3,371+183.2% | $4,624+106.4% | $2,596+267.7% |
| Participant deferral / active EE | $12,747 | $6,525+95.4% | $8,004+59.3% | $4,274+198.3% |
| Admin fee / account holder | $4,190 | $8,287-49.4% | $14,398-70.9% | $7,775-46.1% |