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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 | $212,654 | $106,749+99.2% | $145,433+46.2% | $82,448+157.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.41% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,126 | $3,444-9.3% | $4,554-31.4% | $2,551+22.5% |
| Participant deferral / active EE | $10,659 | $6,519+63.5% | $7,897+35.0% | $4,139+157.5% |
| Admin fee / account holder | $16,614 | $8,390+98.0% | $13,129+26.5% | $7,234+129.7% |