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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 | $167,983 | $106,524+57.7% | $152,301+10.3% | $87,485+92.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.66% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $20,042 | $3,371+494.5% | $4,624+333.4% | $2,596+672.0% |
| Participant deferral / active EE | $19,539 | $6,525+199.5% | $8,004+144.1% | $4,274+357.2% |
| Admin fee / account holder | $13,904 | $8,287+67.8% | $14,398-3.4% | $7,775+78.8% |