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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 | $218,584 | $153,769+42.2% | $133,975+63.2% | $273,972-20.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.59% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $12,689 | $6,029+110.5% | $5,211+143.5% | $4,869+160.6% |
| Participant deferral / active EE | $10,459 | $6,958+50.3% | $6,282+66.5% | $5,287+97.8% |
| Admin fee / account holder | $52,315 | $11,765+344.7% | $9,324+461.1% | $10,133+416.3% |