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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 | $161,402 | $106,864+51.0% | $147,318+9.6% | $82,637+95.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.51% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $9,149 | $3,417+167.8% | $4,593+99.2% | $2,552+258.5% |
| Participant deferral / active EE | $10,609 | $6,496+63.3% | $7,906+34.2% | $4,126+157.1% |
| Admin fee / account holder | $1,617 | $8,415-80.8% | $13,708-88.2% | $7,339-78.0% |