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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 | $162,021 | $135,956+19.2% | $123,894+30.8% | $273,972-40.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.31% | 56.63%-45.3pp | 47.52%-36.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $15,323 | $5,170+196.4% | $4,617+231.9% | $4,869+214.7% |
| Participant deferral / active EE | $3,599 | $6,343-43.3% | $5,984-39.9% | $5,287-31.9% |
| Admin fee / account holder | $14,901 | $9,817+51.8% | $8,357+78.3% | $10,133+47.1% |