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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 | $144,788 | $78,520+84.4% | $96,576+49.9% | $82,448+75.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 19.28% | 41.30%-22.0pp | 38.47%-19.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $9,495 | $2,630+261.1% | $3,553+167.2% | $2,551+272.2% |
| Participant deferral / active EE | $17,822 | $6,754+163.9% | $7,956+124.0% | $4,139+330.6% |
| Admin fee / account holder | $2,065 | $13,455-84.7% | $11,381-81.9% | $7,234-71.5% |