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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 | $174,294 | $174,3790% | $152,093+14.6% | $138,895+25.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.33% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $9,617 | $4,652+106.7% | $4,175+130.4% | $4,194+129.3% |
| Participant deferral / active EE | $14,951 | $6,159+142.7% | $5,451+174.3% | $6,396+133.7% |
| Admin fee / account holder | $40,371 | $16,880+139.2% | $14,497+178.5% | $12,562+221.4% |