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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 | $214,083 | $153,311+39.6% | $109,313+95.8% | $273,972-21.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.97% | 29.86%-20.9pp | 22.07%-13.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $14,438 | $5,619+156.9% | $3,892+271.0% | $4,869+196.6% |
| Participant deferral / active EE | $10,043 | $3,932+155.4% | $3,166+217.2% | $5,287+89.9% |
| Admin fee / account holder | $15,881 | $8,076+96.6% | $5,666+180.3% | $10,133+56.7% |