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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 | $71,353+74.2% | $92,805+33.9% | $86,983+42.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 14.50% | 44.68%-30.2pp | 31.59%-17.1pp | 25.83%-11.3pp |
| Employer contribution / active EE | $3,356 | $2,468+36.0% | $3,424-2.0% | $2,584+29.9% |
| Participant deferral / active EE | $8,773 | $6,966+25.9% | $8,448+3.9% | $4,194+109.2% |
| Admin fee / account holder | $18,322 | $6,099+200.4% | $10,911+67.9% | $7,856+133.2% |