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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 | $142,363 | $106,749+33.4% | $145,433-2.1% | $82,448+72.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.25% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $11,159 | $3,444+224.0% | $4,554+145.0% | $2,551+337.4% |
| Participant deferral / active EE | $14,139 | $6,519+116.9% | $7,897+79.0% | $4,139+241.6% |
| Admin fee / account holder | $9,531 | $8,390+13.6% | $13,129-27.4% | $7,234+31.7% |