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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 | $149,756 | $87,834+70.5% | $133,975+11.8% | $62,881+138.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.51% | 12.05%-3.5pp | 29.29%-20.8pp | 20.14%-11.6pp |
| Employer contribution / active EE | $15,583 | $3,482+347.5% | $5,211+199.0% | $2,281+583.2% |
| Participant deferral / active EE | $15,974 | $4,812+232.0% | $6,282+154.3% | $3,203+398.7% |
| Admin fee / account holder | $32,070 | $5,372+496.9% | $9,324+243.9% | $4,296+646.6% |