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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 | $184,543 | $106,524+73.2% | $152,301+21.2% | $87,485+110.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.66% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $9,234 | $3,371+173.9% | $4,624+99.7% | $2,596+255.7% |
| Participant deferral / active EE | $7,827 | $6,525+20.0% | $8,004-2.2% | $4,274+83.1% |
| Admin fee / account holder | $10,959 | $8,287+32.2% | $14,398-23.9% | $7,775+41.0% |