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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 | $78,237 | $106,749-26.7% | $145,433-46.2% | $82,448-5.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.41% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,987 | $3,444+73.8% | $4,554+31.5% | $2,551+134.7% |
| Participant deferral / active EE | $10,305 | $6,519+58.1% | $7,897+30.5% | $4,139+149.0% |
| Admin fee / account holder | $14,925 | $8,390+77.9% | $13,129+13.7% | $7,234+106.3% |