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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 | $163,758 | $72,273+126.6% | $101,275+61.7% | $79,856+105.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.54% | 22.30%-2.8pp | 46.48%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $7,545 | $2,691+180.4% | $3,660+106.1% | $2,471+205.3% |
| Participant deferral / active EE | $11,000 | $3,282+235.2% | $4,371+151.7% | $3,741+194.1% |
| Admin fee / account holder | $6,749 | $4,401+53.3% | $5,948+13.5% | $5,306+27.2% |