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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 | $148,511 | $76,551+94.0% | $123,894+19.9% | $62,881+136.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.31% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $11,915 | $2,882+313.4% | $4,617+158.1% | $2,281+422.4% |
| Participant deferral / active EE | $9,274 | $4,840+91.6% | $5,984+55.0% | $3,203+189.5% |
| Admin fee / account holder | $7,535 | $4,826+56.1% | $8,357-9.8% | $4,296+75.4% |