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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 | $177,830 | $106,864+66.4% | $147,318+20.7% | $82,637+115.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.31% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $8,238 | $3,417+141.1% | $4,593+79.4% | $2,552+222.8% |
| Participant deferral / active EE | $9,349 | $6,496+43.9% | $7,906+18.2% | $4,126+126.6% |
| Admin fee / account holder | $15,626 | $8,415+85.7% | $13,708+14.0% | $7,339+112.9% |