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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 | $147,607 | $113,338+30.2% | $94,993+55.4% | $147,5860% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.93% | 20.80%-6.9pp | 27.14%-13.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $9,708 | $3,160+207.2% | $2,603+272.9% | $4,876+99.1% |
| Participant deferral / active EE | $14,556 | $3,777+285.4% | $3,317+338.8% | $5,439+167.6% |
| Admin fee / account holder | $5,338 | $6,063-12.0% | $4,960+7.6% | $10,886-51.0% |