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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 | $166,944 | $106,749+56.4% | $145,433+14.8% | $82,448+102.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.14% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $5,024 | $3,444+45.8% | $4,554+10.3% | $2,551+96.9% |
| Participant deferral / active EE | $12,161 | $6,519+86.6% | $7,897+54.0% | $4,139+193.8% |
| Admin fee / account holder | $3,265 | $8,390-61.1% | $13,129-75.1% | $7,234-54.9% |