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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 | $166,650 | $106,749+56.1% | $145,433+14.6% | $82,448+102.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.20% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $4,751 | $3,444+37.9% | $4,554+4.3% | $2,551+86.2% |
| Participant deferral / active EE | $10,431 | $6,519+60.0% | $7,897+32.1% | $4,139+152.0% |
| Admin fee / account holder | $10,449 | $8,390+24.5% | $13,129-20.4% | $7,234+44.4% |