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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 | $169,529 | $106,864+58.6% | $147,318+15.1% | $82,637+105.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.23% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $4,518 | $3,417+32.2% | $4,593-1.6% | $2,552+77.0% |
| Participant deferral / active EE | $8,181 | $6,496+25.9% | $7,906+3.5% | $4,126+98.3% |
| Admin fee / account holder | $12,614 | $8,415+49.9% | $13,708-8.0% | $7,339+71.9% |