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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 | $78,197+52.0% | $98,090+21.2% | $82,637+43.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 17.83% | 40.25%-22.4pp | 37.05%-19.2pp | 53.51%-35.7pp |
| Employer contribution / active EE | $6,814 | $2,605+161.6% | $3,606+88.9% | $2,552+167.0% |
| Participant deferral / active EE | $12,552 | $6,636+89.2% | $7,845+60.0% | $4,126+204.2% |
| Admin fee / account holder | $17,033 | $14,832+14.8% | $11,815+44.2% | $7,339+132.1% |