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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 | $246,436 | $96,052+156.6% | $118,106+108.7% | $87,485+181.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 16.60% | 24.16%-7.6pp | 19.44%-2.8pp | 26.06%-9.5pp |
| Employer contribution / active EE | $18,030 | $3,939+357.7% | $4,698+283.8% | $2,596+594.5% |
| Participant deferral / active EE | $3,541 | $5,793-38.9% | $6,619-46.5% | $4,274-17.1% |
| Admin fee / account holder | $101,215 | $7,618+1228.7% | $8,973+1028.0% | $7,775+1201.8% |