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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 | $180,686 | $106,749+69.3% | $145,433+24.2% | $82,448+119.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.25% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $9,450 | $3,444+174.4% | $4,554+107.5% | $2,551+270.5% |
| Participant deferral / active EE | $13,437 | $6,519+106.1% | $7,897+70.1% | $4,139+224.6% |
| Admin fee / account holder | $1,561 | $8,390-81.4% | $13,129-88.1% | $7,234-78.4% |