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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 | $169,597 | $106,524+59.2% | $152,301+11.4% | $87,485+93.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.29% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $11,349 | $3,371+236.6% | $4,624+145.4% | $2,596+337.1% |
| Participant deferral / active EE | $9,676 | $6,525+48.3% | $8,004+20.9% | $4,274+126.4% |
| Admin fee / account holder | $2,261 | $8,287-72.7% | $14,398-84.3% | $7,775-70.9% |