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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 | $106,864+44.0% | $147,318+4.4% | $82,637+86.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.08% | 27.49%-9.4pp | 70.43%-52.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $9,546 | $3,417+179.4% | $4,593+107.9% | $2,552+274.1% |
| Participant deferral / active EE | $12,747 | $6,496+96.2% | $7,906+61.2% | $4,126+208.9% |
| Admin fee / account holder | $4,190 | $8,415-50.2% | $13,708-69.4% | $7,339-42.9% |