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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 | $157,723 | $99,875+57.9% | $146,866+7.4% | $86,983+81.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.44% | 28.10%-12.7pp | 102.85%-87.4pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,588 | $3,224-19.7% | $4,425-41.5% | $2,584+0.1% |
| Participant deferral / active EE | $11,510 | $6,322+82.1% | $7,759+48.3% | $4,194+174.5% |
| Admin fee / account holder | $23,708 | $7,838+202.5% | $13,620+74.1% | $7,856+201.8% |