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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 | $156,208 | $106,749+46.3% | $145,433+7.4% | $82,448+89.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.44% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $6,899 | $3,444+100.3% | $4,554+51.5% | $2,551+170.4% |
| Participant deferral / active EE | $10,901 | $6,519+67.2% | $7,897+38.0% | $4,139+163.3% |
| Admin fee / account holder | $10,132 | $8,390+20.8% | $13,129-22.8% | $7,234+40.1% |