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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 | $145,516 | $181,896-20.0% | $156,551-7.0% | $273,972-46.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.55% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $12,924 | $6,248+106.8% | $5,501+134.9% | $4,869+165.4% |
| Participant deferral / active EE | $4,719 | $5,550-15.0% | $4,871-3.1% | $5,287-10.8% |
| Admin fee / account holder | $39,985 | $15,560+157.0% | $13,028+206.9% | $10,133+294.6% |