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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 | $167,140 | $106,524+56.9% | $152,301+9.7% | $87,485+91.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.44% | 26.89%-11.4pp | 80.50%-65.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $9,037 | $3,371+168.0% | $4,624+95.4% | $2,596+248.1% |
| Participant deferral / active EE | $3,757 | $6,525-42.4% | $8,004-53.1% | $4,274-12.1% |
| Admin fee / account holder | $31,970 | $8,287+285.8% | $14,398+122.0% | $7,775+311.2% |