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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 | $169,159 | $223,823-24.4% | $211,142-19.9% | $154,746+9.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.27% | 50.39%-36.1pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $10,096 | $6,787+48.8% | $6,442+56.7% | $4,379+130.6% |
| Participant deferral / active EE | $12,971 | $9,750+33.0% | $9,284+39.7% | $6,730+92.7% |
| Admin fee / account holder | $38,235 | $19,707+94.0% | $19,076+100.4% | $14,365+166.2% |