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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 | $214,027 | $106,524+100.9% | $152,301+40.5% | $87,485+144.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.02% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $9,726 | $3,371+188.5% | $4,624+110.3% | $2,596+274.6% |
| Participant deferral / active EE | $7,908 | $6,525+21.2% | $8,004-1.2% | $4,274+85.0% |
| Admin fee / account holder | $1,721 | $8,287-79.2% | $14,398-88.0% | $7,775-77.9% |