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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 | $177,834 | $81,446+118.3% | $103,374+72.0% | $80,874+119.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.17% | 25.57%-9.4pp | 24.89%-8.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $8,120 | $3,107+161.3% | $3,869+109.8% | $2,756+194.7% |
| Participant deferral / active EE | $10,214 | $3,870+163.9% | $5,058+102.0% | $4,297+137.7% |
| Admin fee / account holder | $7,681 | $6,715+14.4% | $8,394-8.5% | $6,935+10.8% |