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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 | $178,256 | $106,524+67.3% | $152,301+17.0% | $87,485+103.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.59% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.5pp |
| Employer contribution / active EE | $4,679 | $3,371+38.8% | $4,624+1.2% | $2,596+80.2% |
| Participant deferral / active EE | $11,156 | $6,525+71.0% | $8,004+39.4% | $4,274+161.0% |
| Admin fee / account holder | $17,382 | $8,287+109.8% | $14,398+20.7% | $7,775+123.6% |