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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 | $118,862 | $78,520+51.4% | $96,576+23.1% | $82,448+44.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 17.83% | 41.30%-23.5pp | 38.47%-20.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $6,814 | $2,630+159.1% | $3,553+91.8% | $2,551+167.1% |
| Participant deferral / active EE | $12,552 | $6,754+85.8% | $7,956+57.8% | $4,139+203.2% |
| Admin fee / account holder | $17,033 | $13,455+26.6% | $11,381+49.7% | $7,234+135.5% |