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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 | $176,168 | $142,972+23.2% | $214,702-17.9% | $86,983+102.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 13.56% | 18.49%-4.9pp | 54.55%-41.0pp | 25.83%-12.3pp |
| Employer contribution / active EE | $9,616 | $4,635+107.5% | $6,461+48.8% | $2,584+272.1% |
| Participant deferral / active EE | $13,043 | $6,568+98.6% | $9,147+42.6% | $4,194+211.0% |
| Admin fee / account holder | $1,548 | $17,617-91.2% | $19,830-92.2% | $7,856-80.3% |