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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 | $124,294 | $77,358+60.7% | $102,184+21.6% | $87,485+42.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 14.50% | 41.11%-26.6pp | 31.58%-17.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $3,356 | $2,562+31.0% | $3,594-6.6% | $2,596+29.3% |
| Participant deferral / active EE | $8,773 | $6,753+29.9% | $8,309+5.6% | $4,274+105.3% |
| Admin fee / account holder | $18,322 | $6,809+169.1% | $11,609+57.8% | $7,775+135.7% |