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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 | $162,968 | $101,795+60.1% | $165,100-1.3% | $80,959+101.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 16.42% | 16.73%-0.3pp | 70.21%-53.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $11,931 | $2,954+303.9% | $4,348+174.4% | $2,757+332.7% |
| Participant deferral / active EE | $10,611 | $4,476+137.1% | $6,035+75.8% | $4,300+146.7% |
| Admin fee / account holder | $9,677 | $8,221+17.7% | $12,696-23.8% | $6,925+39.7% |