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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 | $106,524-26.6% | $152,301-48.6% | $87,485-10.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.41% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $5,987 | $3,371+77.6% | $4,624+29.5% | $2,596+130.6% |
| Participant deferral / active EE | $10,305 | $6,525+57.9% | $8,004+28.8% | $4,274+141.1% |
| Admin fee / account holder | $14,925 | $8,287+80.1% | $14,398+3.7% | $7,775+92.0% |