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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 | $148,384 | $81,446+82.2% | $103,374+43.5% | $80,874+83.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.81% | 25.57%-10.8pp | 24.89%-10.1pp | 35.62%-20.8pp |
| Employer contribution / active EE | $11,473 | $3,107+269.3% | $3,869+196.5% | $2,756+316.4% |
| Participant deferral / active EE | $8,519 | $3,870+120.1% | $5,058+68.4% | $4,297+98.3% |
| Admin fee / account holder | $27,338 | $6,715+307.1% | $8,394+225.7% | $6,935+294.2% |