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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 | $161,288 | $106,749+51.1% | $145,433+10.9% | $82,448+95.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.13% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,579 | $3,444+32.9% | $4,554+0.5% | $2,551+79.5% |
| Participant deferral / active EE | $9,441 | $6,519+44.8% | $7,897+19.5% | $4,139+128.1% |
| Admin fee / account holder | $37,346 | $8,390+345.1% | $13,129+184.5% | $7,234+416.2% |