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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 | $155,529 | $106,749+45.7% | $145,433+6.9% | $82,448+88.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.19% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,806 | $3,444+10.5% | $4,554-16.4% | $2,551+49.2% |
| Participant deferral / active EE | $13,861 | $6,519+112.6% | $7,897+75.5% | $4,139+234.9% |
| Admin fee / account holder | $19,074 | $8,390+127.3% | $13,129+45.3% | $7,234+163.7% |