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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 | $199,557 | $106,749+86.9% | $145,433+37.2% | $82,448+142.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.05% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $4,663 | $3,444+35.4% | $4,554+2.4% | $2,551+82.8% |
| Participant deferral / active EE | $11,050 | $6,519+69.5% | $7,897+39.9% | $4,139+167.0% |
| Admin fee / account holder | $14,366 | $8,390+71.2% | $13,129+9.4% | $7,234+98.6% |