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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 | $164,280 | $106,749+53.9% | $145,433+13.0% | $82,448+99.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.95% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,268 | $3,444+140.1% | $4,554+81.5% | $2,551+224.1% |
| Participant deferral / active EE | $10,362 | $6,519+59.0% | $7,897+31.2% | $4,139+150.3% |
| Admin fee / account holder | $7,356 | $8,390-12.3% | $13,129-44.0% | $7,234+1.7% |