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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 | $163,166 | $106,524+53.2% | $152,301+7.1% | $87,485+86.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 25.99% | 26.89%-0.9pp | 80.50%-54.5pp | 26.06%-0.1pp |
| Employer contribution / active EE | $7,218 | $3,371+114.1% | $4,624+56.1% | $2,596+178.0% |
| Participant deferral / active EE | $16,445 | $6,525+152.0% | $8,004+105.5% | $4,274+284.8% |
| Admin fee / account holder | $8,494 | $8,287+2.5% | $14,398-41.0% | $7,775+9.2% |