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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 | $137,372 | $106,749+28.7% | $145,433-5.5% | $82,448+66.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.67% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,164 | $3,444+49.9% | $4,554+13.4% | $2,551+102.4% |
| Participant deferral / active EE | $13,333 | $6,519+104.5% | $7,897+68.8% | $4,139+222.1% |
| Admin fee / account holder | $18,940 | $8,390+125.8% | $13,129+44.3% | $7,234+161.8% |