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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 | $165,514 | $106,864+54.9% | $147,318+12.4% | $82,637+100.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.79% | 27.49%-8.7pp | 70.43%-51.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $4,641 | $3,417+35.8% | $4,593+1.0% | $2,552+81.8% |
| Participant deferral / active EE | $11,652 | $6,496+79.4% | $7,906+47.4% | $4,126+182.4% |
| Admin fee / account holder | $38,946 | $8,415+362.8% | $13,708+184.1% | $7,339+430.7% |