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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 | $106,864+56.2% | $147,318+13.3% | $82,637+102.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.14% | 27.49%-10.3pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $5,024 | $3,417+47.0% | $4,593+9.4% | $2,552+96.8% |
| Participant deferral / active EE | $12,161 | $6,496+87.2% | $7,906+53.8% | $4,126+194.7% |
| Admin fee / account holder | $3,265 | $8,415-61.2% | $13,708-76.2% | $7,339-55.5% |