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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 | $148,938 | $106,524+39.8% | $152,301-2.2% | $87,485+70.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.13% | 26.89%-6.8pp | 80.50%-60.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $9,022 | $3,371+167.6% | $4,624+95.1% | $2,596+247.5% |
| Participant deferral / active EE | $11,118 | $6,525+70.4% | $8,004+38.9% | $4,274+160.2% |
| Admin fee / account holder | $5,713 | $8,287-31.1% | $14,398-60.3% | $7,775-26.5% |