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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 | $178,363 | $106,749+67.1% | $145,433+22.6% | $82,448+116.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.55% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $11,117 | $3,444+222.7% | $4,554+144.1% | $2,551+335.8% |
| Participant deferral / active EE | $8,682 | $6,519+33.2% | $7,897+9.9% | $4,139+109.8% |
| Admin fee / account holder | $5,787 | $8,390-31.0% | $13,129-55.9% | $7,234-20.0% |