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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 | $147,554 | $75,541+95.3% | $152,093-3.0% | $82,637+78.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.16% | 32.56%-16.4pp | 66.36%-50.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $9,246 | $2,622+252.6% | $4,175+121.5% | $2,552+262.3% |
| Participant deferral / active EE | $6,751 | $3,206+110.6% | $5,451+23.8% | $4,126+63.6% |
| Admin fee / account holder | $30,176 | $6,405+371.2% | $14,497+108.2% | $7,339+311.2% |