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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 | $143,792 | $93,345+54.0% | $119,126+20.7% | $87,485+64.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 15.46% | 19.08%-3.6pp | 282.11%-266.7pp | 26.06%-10.6pp |
| Employer contribution / active EE | $5,583 | $3,172+76.0% | $4,034+38.4% | $2,596+115.0% |
| Participant deferral / active EE | $8,067 | $4,099+96.8% | $5,318+51.7% | $4,274+88.8% |
| Admin fee / account holder | $13,782 | $8,039+71.5% | $10,693+28.9% | $7,775+77.3% |