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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 | $150,898 | $114,712+31.5% | $173,730-13.1% | $87,485+72.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 25.44% | 20.18%+5.3pp | 19.96%+5.5pp | 26.06%-0.6pp |
| Employer contribution / active EE | $11,020 | $2,904+279.5% | $4,577+140.8% | $2,596+324.5% |
| Participant deferral / active EE | $13,576 | $4,642+192.5% | $6,326+114.6% | $4,274+217.7% |
| Admin fee / account holder | $26,245 | $10,210+157.1% | $17,523+49.8% | $7,775+237.6% |