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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 | $165,528 | $63,365+161.2% | $91,994+79.9% | $72,976+126.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 22.12% | 35.35%-13.2pp | 69.04%-46.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $8,069 | $2,116+281.4% | $3,453+133.7% | $2,440+230.7% |
| Participant deferral / active EE | $10,366 | $4,883+112.3% | $5,924+75.0% | $3,608+187.3% |
| Admin fee / account holder | $7,125 | $4,670+52.6% | $7,744-8.0% | $5,124+39.0% |