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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 | $166,517 | $78,520+112.1% | $96,576+72.4% | $82,448+102.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 19.36% | 41.30%-21.9pp | 38.47%-19.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $39,494 | $2,630+1402.0% | $3,553+1011.5% | $2,551+1448.2% |
| Participant deferral / active EE | $6,966 | $6,754+3.1% | $7,956-12.5% | $4,139+68.3% |
| Admin fee / account holder | $7,758 | $13,455-42.3% | $11,381-31.8% | $7,234+7.2% |