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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 | $172,660 | $135,956+27.0% | $123,894+39.4% | $273,972-37.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.89% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $11,713 | $5,170+126.6% | $4,617+153.7% | $4,869+140.6% |
| Participant deferral / active EE | $9,866 | $6,343+55.5% | $5,984+64.9% | $5,287+86.6% |
| Admin fee / account holder | $33,835 | $9,817+244.6% | $8,357+304.9% | $10,133+233.9% |